Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 50 U.S. retirement plans report holding Fidelity Sm Cap Index Fund Mutual fund in their Schedule of Assets, totaling $44.4M 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 | NORTHWINDS TECHNOLOGY SOLUTIONS LLC NORTHWINDS TECHNOLOGY SOLUTIONS RETIREMENT PLAN | STEVENS POINT WI | 232 | $57.7M | $17.3M |
| 2 | ASM RESEARCH LLC ASM RESEARCH LLC 401(K) PLAN | FAIRFAX VA | 2,619 | $239.7M | $4.7M |
| 3 | CLIF BAR & COMPANY CLIF BAR & COMPANY RETIREMENT SAVINGS PLAN |
EMERYVILLE CA |
| 1,186 |
| $194.7M |
| $2.7M |
| 4 | DELTA DENTAL OF WISCONSIN, INC. DELTA DENTAL OF WISCONSIN, INC. RETIREMENT PLAN | STEVENS POINT WI | 374 | $73.9M | $2.7M |
| 5 | SOUTHERN VETERINARY PARTNERS, LLC SOUTHERN VETERINARY PARTNERS, LLC 401(K) PLAN | BIRMINGHAM AL | 10,271 | $183.0M | $2.3M |
| 6 | INSURANCE OFFICE OF AMERICA, INC. INSURANCE OFFICE OF AMERICA 401(K) PLAN | LONGWOOD FL | 1,227 | $84.1M | $1.1M |
| 7 | INTERSECTION PARENT, INC. INTERSECTION PARENT, INC. 401(K) PLAN | NEW YORK NY | 358 | $43.6M | $966K |
| 8 | TALLAHASSEE PRIMARY CARE ASSOCIATES, PA TALLAHASSEE PRIMARY CARE ASSOCIATES, PA 401(K) PROFIT SHARING PLAN | TALLAHASSEE FL | 131 | $23.5M | $880K |
| 9 | BROOKS EQUIPMENT COMPANY, LLC. BROOKS EQUIPMENT COMPANY 401(K) PLAN | CHARLOTTE NC | 444 | $33.0M | $873K |
| 10 | JACK RESNICK & SONS, INC. JACK RESNICK & SONS, INC. 401(K) SAVINGS PLAN | NEW YORK NY | 172 | $40.3M | $869K |
