Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Sm Cap Gr Idx in their Schedule of Assets, totaling $308K 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 | IMPACT PARTNERSHIP SERVICES, INC. THE IMPACT PARTNERSHIP SERVICES, INC. 401(K) PLAN | MARIETTA GA | 116 | $9.2M | $223K |
| 2 | UNION SQUARE CREDIT UNION UNION SQUARE CREDIT UNION 401(K) PLAN | WICHITA FALLS TX | 154 | $14.0M | $85K |