Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Sm Cap Index Fund Mutual Fund N/A in their Schedule of Assets, totaling $3.9M 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 | MYERS INDUSTRIES, INC. MYERS INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN | AKRON OH | 1,960 | $141.1M | $2.1M |
| 2 | IBOTTA, INC. IBOTTA, INC. 401(K) PLAN | DENVER CO | 961 | $64.9M | $1.2M |
| 3 | THE KOEHLER ORGANIZATION THE KOEHLER ORGANIZATION 401(K) PLAN |
ABERDEEN SD |
| 483 |
| $8.5M |
| $432K |
| 4 | FIRE ENGINEERING COMPANY, INC. FIRE ENGINEERING COMPANY 401(K) PLAN | SALT LAKE CITY UT | 104 | $6.5M | $111K |
| 5 | SIOUX STEEL COMPANY SIOUX STEEL COMPANY 401(K) PROFIT SHARING PLAN | SIOUX FALLS SD | 229 | $13.9M | $41K |
