Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Sm Cap Index Fund Registered investment company in their Schedule of Assets, totaling $5.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COHU, INC. COHU, INC. EMPLOYEES' RETIREMENT PLAN | POWAY CA | 477 | $274.3M | $2.4M |
| 2 | MARIAM, INC. DBA DARCARS DARCARS EMPLOYEES 401(K) PLAN | BETHESDA MD | 1,578 | $51.3M | $1.2M |
| 3 | TRUE MFG. CO., INC. TRUE MANUFACTURING COMPANY, INC. 401(K) PLAN |
O FALLON MO |
| 2,908 |
| $227.0M |
| $984K |
| 4 | BCER ENGINEERING INC BCER ENGINEERING, INC 401K RETIREMENT PLAN | LAKEWOOD CO | 71 | $18.0M | $856K |
| 5 | NEW ENGEN, INC. NEW ENGEN 401(K) PLAN | SEATTLE WA | 385 | $11.7M | $134K |
| 6 | BAKER ELECTRIC & RENEWABLES LLC BAKER ELECTRIC 401(K) RETIREMENT SAVINGS PLAN V | ESCONDIDO CA | 313 | $20.3M | $77K |
| 7 | NOGIN COMMERCE, INC. NOGIN 401(K) PLAN | NEW YORK NY | 139 | $2.7M | $31K |
| 8 | QUICKPARTS QUICKPARTS 401(K) PLAN | SEATTLE WA | 148 | $7.1M | $25K |
| 9 | TECHPRO POWER GROUP, INC. DBA TDS HOLDCO INC. TECHPRO POWER GROUP, INC. 401(K) PLAN | CROFTON MD | 375 | $18.9M | $18K |