Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Management Trust Company AS SPL SM Cap Val R6 in their Schedule of Assets, totaling $2.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CHILDREN'S MEDICAL CENTER OF DALLAS CHILDREN'S MEDICAL CENTER OF DALLAS EMPLOYEE SAVINGS PLAN 403(B) COMPONENT | DALLAS TX | 10,824 | $855.1M | $1.5M |
| 2 | CHILDREN'S MEDICAL CENTER OF DALLAS CHILDREN'S MEDICAL CENTER OF DALLAS EMPLOYEE SAVINGS PLAN 401(A)COMPONENT | DALLAS TX | 10,846 | $507.0M | $689K |
| 3 | HARRIS FREEMAN AND CO., INC. |
MOORESTOWN NJ |
| 334 |
| $34.3M |
| $79K |
| 4 | IRWIN, FRITCHIE, URQUHART, MOORE AND DANIELS, L.L.C. IRWIN, FRITCHIE, URQUHART, MOORE AND DANIELS, L.L.C. RETIREMENT PLAN | NEW ORLEANS LA | 99 | $41.7M | $70K |
| 5 | HARRIS FREEMAN AND CO., INC. SOUTHERN TEA, LLC BARGAINING UNIT EMPLOYEES 401(K) PENSION PLAN | MARIETTA GA | 197 | $4.6M | $13K |
| 6 | LIPSEYS, L.L.C. LIPSEYS, L.L.C. 401K PLAN | BATON ROUGE LA | 157 | $29.1M | $10K |
