Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Management Trust Company Fid Small Cap Growth in their Schedule of Assets, totaling $1.5M 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 | PARKSITE, INC. PARKSITE 401(K) PLAN | BATAVIA IL | 747 | $83.1M | $1.3M |
| 2 | KOBAYASHI HEALTHCARE INTERNATIONAL, INC. KOBAYASHI HEALTHCARE INTERNATIONAL, INC. 401(K) PLAN | DALTON GA | 245 | $11.2M | $138K |
| 3 | ROBERT MORRIS UNIVERSITY ROBERT MORRIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN |
MOON TOWNSHIP PA |
| 614 |
| $187.6M |
| $82K |
| 4 | THE FOREST AT DUKE, INC. THE FOREST AT DUKE 403(B) PLAN | DURHAM NC | 303 | $7.7M | $1K |
