Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Sm Cap Index Fund Mutual funds in their Schedule of Assets, totaling $6.6M 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 | IMAX CORPORATION IMAX CORPORATION 401(K) RETIREMENT PLAN | LOS ANGELES CA | 272 | $40.7M | $1.7M |
| 2 | FIRST WATCH RESTAURANTS, INC. FIRST WATCH 401(K) SAVINGS PLAN | BRADENTON FL | 16,478 | $38.5M | $1.2M |
| 3 | STRATO, INC. STRATO, INC. 401(K) PROFIT SHARING PLAN |
MONMOUTH JUNCTION NJ |
| 99 |
| $23.6M |
| $1.1M |
| 4 | BRAINTREE LABORATORIES, INC. SEBELA PHARMACEUTICALS INC. 401(K) PLAN | BRAINTREE MA | 273 | $73.0M | $816K |
| 5 | BEHLEN MFG. CO. BEHLEN MFG. CO. 401(K) PLAN | COLUMBUS NE | 912 | $79.3M | $644K |
| 6 | AEGEUS MANAGEMENT SERVICES AEGEUS 401(K) PLAN | HOUSTON TX | 235 | $26.6M | $343K |
| 7 | SWANSON RUSSELL SWANSON RUSSELL 401(K) RETIREMENT PLAN | LINCOLN NE | 134 | $23.3M | $262K |
| 8 | GHT LIMITED GHT LIMITED 401(K) PLAN | ARLINGTON VA | 83 | $22.8M | $252K |
| 9 | LIFESPAN, INCORPORATED LIFESPAN, INCORPORATED RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 347 | $7.4M | $150K |
| 10 | CREDIT MANAGEMENT COMPANY CREDIT MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN | PITTSBURGH PA | 113 | $2.8M | $145K |
