Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Management & Research Small Cap Index Fund in their Schedule of Assets, totaling $3.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BETANXT, INC. BETANXT, INC. 401(K) PLAN | NEW YORK NY | 682 | $91.6M | $2.5M |
| 2 | BH MANAGEMENT SERVICES, LLC BH MANAGEMENT 401(K) PLAN | DES MOINES IA | 2,635 | $58.7M | $739K |
| 3 | SEAWARD MARINE SERVICES, INC. SEAWARD MARINE SERVICES, INC. 401(K) PLAN |
NORFOLK VA |
| 139 |
| $39.5M |
| $336K |
| 4 | THREE WIRE SYSTEMS, LLC THREE WIRE SYSTEMS, LLC 401(K) PLAN | TYSONS VA | 211 | $8.3M | $76K |
| 5 | CDN GOLF MANAGEMENT INC. CDN GOLF MANAGEMENT INC. 401(K) PLAN | BROOKSVILLE FL | 211 | $5.3M | $29K |