Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 60 U.S. retirement plans report holding Fidelity Management Trust Company* Fidelity Small Cap Index Fund in their Schedule of Assets, totaling $81.6M 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 | STORMONT VAIL HEALTHCARE STORMONT-VAIL HEALTHCARE EMPLOYEE 403(B) PLAN | TOPEKA KS | 5,973 | $553.5M | $18.9M |
| 2 | SHAMROCK FOODS COMPANY SHAMROCK FOODS COMPANY 401(K) PLAN AND TRUST | PHOENIX AZ | 5,985 | $454.8M | $13.4M |
| 3 | BARTON MALOW HOLDINGS LLC BARTON MALOW PROFIT SHARING AND SAVINGS PLAN |
SOUTHFIELD MI |
| 1,406 |
| $313.1M |
| $6.1M |
| 4 | SAINT FRANCIS HEALTH SYSTEM INC SAINT FRANCIS HEALTH SYSTEM, INC. 403(B) SAVINGS P | TULSA OK | 810 | $366.1M | $4.3M |
| 5 | BCD TRAVEL USA LLC BCD TRAVEL USA LLC PROFIT SHARING RETIREMENT PLAN | ATLANTA GA | 4,181 | $479.9M | $3.7M |
| 6 | GEORGETOWN UNIVERSITY GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 5,073 | $2.5B | $3.5M |
| 7 | INTERMOUNTAIN POWER SERVICE CORPORATION SAVINGS PLAN FOR EMPLOYEES OF INTERMOUNTAIN POWER SERVICE CORPORATION | DELTA UT | 246 | $113.4M | $2.9M |
| 8 | SAIA MOTOR FREIGHT LINE, LLC SAIA MOTOR FREIGHT LINE, LLC 401(K) PLAN | JOHNS CREEK GA | 15,329 | $669.8M | $2.9M |
| 9 | GEORGETOWN UNIVERSITY GEORGETOWN UNIVERSITY VOLUNTARY CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 13,974 | $979.2M | $2.7M |
| 10 | NOVASPECT, INC. NOVASPECT, INC. 401(K) PLAN | SCHAUMBURG IL | 496 | $112.1M | $2.5M |
