Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Fidelity Management Trust Company Fid Sm Cap Idx in their Schedule of Assets, totaling $32.9M 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 | ARES MANAGEMENT LLC ARES RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 2,003 | $518.6M | $13.6M |
| 2 | MICROCHIP TECHNOLOGY INCORPORATED MICROCHIP TECHNOLOGY INCORPORATED SAVINGS PLAN | CHANDLER AZ | 6,662 | $1.6B | $11.1M |
| 3 | SAN ANTONIO WINERY, INC. SAN ANTONIO WINERY, INC. 401(K) PLAN |
LOS ANGELES CA |
| 424 |
| $34.3M |
| $1.9M |
| 4 | MBO PARTNERS MBO ASSOCIATE 401(K) PLAN | ASHBURN VA | 0 | $82.0M | $1.7M |
| 5 | MBO PROFESSIONAL SERVICES INC. MBO PROFESSIONAL SERVICES INC. 401(K) PLAN | ASHBURN VA | 3,154 | $52.5M | $1.3M |
| 6 | 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 | $486K |
| 7 | NEWPOINT HOLDINGS JV LLC NEWPOINT HOLDINGS JV LLC 401K PLAN | PLANO TX | 237 | $26.3M | $422K |
| 8 | NEWPOINT REAL ESTATE CAPITAL LLC NEWPOINT REAL ESTATE CAPITAL LLC 401(K) PLAN | PLANO TX | 250 | $13.9M | $370K |
| 9 | TRACE SYSTEMS INC. TRACE SYSTEMS INC. 401(K) PLAN | MCLEAN VA | 387 | $35.0M | $301K |
| 10 | KWPH ENTERPRISES DBA AMERICAN AMBULANCE AMERICAN AMBULANCE 401(K) RETIREMENT PLAN | FRESNO CA | 910 | $40.6M | $258K |
