Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 58 U.S. retirement plans report holding Fidelity Management Trust Company* Fidelity Small Cap Index Fund in their Schedule of Assets, totaling $62.9M 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 | SHAMROCK FOODS COMPANY SHAMROCK FOODS COMPANY 401(K) PLAN AND TRUST | PHOENIX AZ | 5,985 | $454.8M | $13.4M |
| 2 | BARTON MALOW HOLDINGS LLC BARTON MALOW PROFIT SHARING AND SAVINGS PLAN | SOUTHFIELD MI | 1,406 | $313.1M | $6.1M |
| 3 | SAINT FRANCIS HEALTH SYSTEM INC |
TULSA OK |
| 810 |
| $366.1M |
| $4.3M |
| 4 | BCD TRAVEL USA LLC BCD TRAVEL USA LLC PROFIT SHARING RETIREMENT PLAN | ATLANTA GA | 4,181 | $479.9M | $3.7M |
| 5 | GEORGETOWN UNIVERSITY GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 5,073 | $2.5B | $3.5M |
| 6 | INTERMOUNTAIN POWER SERVICE CORPORATION SAVINGS PLAN FOR EMPLOYEES OF INTERMOUNTAIN POWER SERVICE CORPORATION | DELTA UT | 246 | $113.4M | $2.9M |
| 7 | SAIA MOTOR FREIGHT LINE, LLC SAIA MOTOR FREIGHT LINE, LLC 401(K) PLAN | JOHNS CREEK GA | 15,329 | $669.8M | $2.9M |
| 8 | GEORGETOWN UNIVERSITY GEORGETOWN UNIVERSITY VOLUNTARY CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 13,974 | $979.2M | $2.7M |
| 9 | NOVASPECT, INC. NOVASPECT, INC. 401(K) PLAN | SCHAUMBURG IL | 496 | $112.1M | $2.5M |
| 10 | FUELCELL ENERGY, INC. FUELCELL ENERGY INC. CAPITAL ACCUMULATION PLAN | DANBURY CT | 416 | $84.4M | $2.0M |
