Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Mutual Fund Fidelity Small Cap Index in their Schedule of Assets, totaling $4.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HOSPARUS, INC. HOSPARUS INC. 401(K) PLAN | LOUISVILLE KY | 639 | $53.2M | $2.1M |
| 2 | MAJESTIC REALTY CO. MRC 401(K) SAVINGS PLAN | CITY OF INDUSTRY CA | 252 | $79.1M | $1.5M |
| 3 | ALLIANT TECHNOLOGIES LLC ALLIANT TECHNOLOGIES LLC 401(K) PROFIT SHARING PLAN & TRUST |
LOUISVILLE KY |
| 126 |
| $13.6M |
| $518K |
| 4 | NEW VISTA BEHAVIORAL HEALTHCARE, INC. NEW VISTA BEHAVIORAL HEALTHCARE, INC. 401(K) PLAN | LEXINGTON KY | 859 | $10.1M | $119K |