Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Fidelity Management Trust Company Fidelity small cap index in their Schedule of Assets, totaling $77.9M 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 | FREDRIKSON & BYRON PA FREDRIKSON & BYRON PA PROFIT SHARING PLAN | MINNEAPOLIS MN | 806 | $491.0M | $65.1M |
| 2 | SAINT FRANCIS HEALTH SYSTEM INC SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS P | TULSA OK | 12,219 | $1.0B | $5.9M |
| 3 | BIOHORIZONS IMPLANT SYSTEMS, INC. |
BIRMINGHAM AL |
| 575 |
| $73.9M |
| $958K |
| 4 | TENCENT AMERICA, LLC TENCENT AMERICA 401(K) PLAN | PALO ALTO CA | 648 | $102.0M | $904K |
| 5 | THERAPY BRANDS THRIVE, LLC THERAPY BRANDS 401(K) PLAN | BIRMINGHAM AL | 499 | $31.6M | $721K |
| 6 | ROCKFORD CORPORATION ROCKFORD CORPORATION 401(K) RETIREMENT SAVINGS PLAN | TEMPE AZ | 108 | $21.9M | $672K |
| 7 | BANE-WELKER EQUIPMENT, LLC BANE-WELKER EQUIPMENT, LLC 401(K) PLAN | LADOGA IN | 279 | $17.9M | $394K |
| 8 | FLAVORCHEM CORPORATION FLAVORCHEM CORPORATION EMPLOYEES' PROFIT SHARING PLAN | DOWNERS GROVE IL | 380 | $30.6M | $366K |
| 9 | TRIB TOTAL MEDIA, LLC TRIB TOTAL MEDIA, LLC & SUBSIDIARY MASTER PLAN FOR SAVINGS AND INVESTMENT | GREENSBURG PA | 248 | $48.1M | $323K |
| 10 | HEIDELBERG ENGINEERING, INC. HEIDELBERG ENGINEERING, INC. 401(K) PROFIT SHARING PLAN | FRANKLIN MA | 101 | $15.3M | $321K |
