Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Personal Trust Company, FSB Fidelity Small Cap Index in their Schedule of Assets, totaling $2.2M 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 | CARDIOTHORACIC & VASCULAR SURGEONS, P.A. CTVS 401(K) PLAN | AUSTIN TX | 101 | $69.2M | $1.9M |
| 2 | TRIAD LOGISTICS SERVICES CORPORATION TRIAD LOGISTICS SERVICES CORPORATION 401(K) PLAN | MELBOURNE FL | 197 | $4.7M | $246K |
