Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Sm Cap Index Fund Mutual Funds N/A in their Schedule of Assets, totaling $403K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KAULIG CAPITAL, LLC KAULIG COMPANIES 401(K) PLAN | HUDSON OH | 161 | $8.4M | $209K |
| 2 | YORK ENTERPRISE SOLUTIONS, INC YORK SOLUTIONS 401(K) PROFIT SHARING PLAN | WESTCHESTER IL | 260 | $15.6M | $194K |