Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding Fidelity Sm Cap Idx - in their Schedule of Assets, totaling $40.4M 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 | EQUIFAX, INC EQUIFAX INC. 401K PLAN | ATLANTA GA | 6,424 | $1.5B | $23.5M |
| 2 | ALBERT EINSTEIN HEALTHCARE NETWORK ALBERT EINSTEIN HEALTHCARE NETWORK RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 7,534 | $737.4M | $4.4M |
| 3 | SCIENTIFIC GAMES, LLC SCIENTIFIC GAMES, LLC 401(K) PLAN |
ALPHARETTA GA |
| 1,775 |
| $238.5M |
| $2.5M |
| 4 | FLATIRON CONSTRUCTION CORP. FLATIRON CONSTRUCTION CORP. 401(K) PROFIT SHARING PLAN | BROOMFIELD CO | 1,572 | $261.0M | $1.7M |
| 5 | EXETER FINANCE LLC EXETER FINANCE LLC 401(K) PROFIT SHARING PLAN | IRVING TX | 1,819 | $86.3M | $1.5M |
| 6 | MILLER ZELL INC. MILLER ZELL INC. 401(K) RETIREMENT PLAN | ATLANTA GA | 298 | $51.1M | $856K |
| 7 | S & S FIRESTONE, INC. S & S FIRESTONE, INC. 401(K) RETIREMENT PLAN | LEXINGTON KY | 652 | $17.0M | $783K |
| 8 | DISCOVERY LIFE SCIENCES DISCOVERY LIFE SCIENCES 401(K) PLAN | HUNTSVILLE AL | 471 | $39.6M | $684K |
| 9 | JEFFREYM CONSULTING, LLC JEFFREYM CONSULTING, LLC 401(K) RETIREMENT PLAN | SEATTLE WA | 266 | $15.6M | $596K |
| 10 | THE VERNDALE CORPORATION THE VERNDALE CORPORATION 401(K) | BOSTON MA | 107 | $21.3M | $596K |
