Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Sm Cap Idx Mutual fund in their Schedule of Assets, totaling $1.9M 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 | PBK ARCHITECTS, INC. PBK ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 1,060 | $121.0M | $928K |
| 2 | KOKUSAI SEMICONDUCTOR EQUIPMENT CORP KSEC RETIREMENT PLAN | SAN JOSE CA | 109 | $49.8M | $384K |
| 3 | PROCUREMENT ADVISORS LLC PROCUREMENT ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST |
ATLANTA GA |
| 210 |
| $8.3M |
| $202K |
| 4 | YUBICO INC. YUBICO INC. 401(K) PLAN | SANTA CLARA CA | 307 | $32.1M | $143K |
| 5 | STRAUGHAN ENVIRONMENTAL, INC. STRAUGHAN ENVIRONMENTAL, INC. 401(K) PROFIT SHARING PLAN | COLUMBIA MD | 104 | $13.5M | $71K |
| 6 | MADWELL LLC MADWELL 401(K) PROFIT SHARING PLAN | BROOKLYN NY | 105 | $4.9M | $65K |
| 7 | GOLDEN VALLEY HEALTH CENTERS GOLDEN VALLEY HEALTH CENTERS 403(B) PLAN | ATWATER CA | 1,125 | $50.8M | $38K |
| 8 | HOSPITALITY PARTNERS, LLC HOSPITALITY PARTNERS 401(K) PLAN | BETHESDA MD | 108 | $5.6M | $19K |
| 9 | CARABETTA MANAGEMENT COMPANY CARABETTA GROUP 401(K) PROFIT SHARING PLAN | MERIDEN CT | 408 | $21.0M | $14K |
