Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Sm Cap Idx Registered investment company in their Schedule of Assets, totaling $2.5M 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 | MODERNIZING MEDICINE, INC. MODERNIZING MEDICINE, INC. 401(K) PLAN | BOCA RATON FL | 1,615 | $114.8M | $2.2M |
| 2 | COLGATE UNIVERSITY COLGATE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT | HAMILTON NY | 1,002 | $567.8M | $187K |
| 3 | WAVETRONIX, LLC WAVETRONIX RETIREMENT PLAN |
SPRINGVILLE UT |
| 329 |
| $48.5M |
| $70K |
| 4 | REVENUE MANAGEMENT SOLUTIONS, LLC REVENUE MANAGEMENT SOLUTIONS, LLC RETIREMENT SAVINGS PLAN | OKLAHOMA CITY OK | 227 | $6.1M | $7K |
