Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 156 U.S. retirement plans report holding Fidelity Sm Cap Index Fund in their Schedule of Assets, totaling $126.1M 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 | CAPITOL BROADCASTING COMPANY, INC. CAPITOL BROADCASTING COMPANY, INC RETIREMENT SAVINGS PLAN | RALEIGH NC | 481 | $125.2M | $8.4M |
| 2 | BUTLER, FAIRMAN AND SEUFERT, INCORPORATED BUTLER-FAIRMAN & SEUFERT, INC. 401(K)/ PROFIT SHARING PLAN | INDIANAPOLIS IN | 194 | $73.3M | $7.6M |
| 3 | CHILDSERVE INC |
JOHNSTON IA |
| 1,558 |
| $40.9M |
| $5.0M |
| 4 | GCOM SOFTWARE LLC GCOM SOFTWARE LLC 401K PLAN | COLUMBIA MD | 799 | $75.5M | $4.8M |
| 5 | KANSAS CITY LIFE INSURANCE COMPANY KANSAS CITY LIFE INS. COMPANY SAVINGS AND PROFIT SHARING PLAN | KANSAS CITY MO | 431 | $119.8M | $4.0M |
| 6 | BRUNDAGE-BONE CONCRETE PUMPING, INC BRUNDAGE-BONE CONCRETE PUMPING 401(K) RETIREMENT SAVINGS PLAN | THORNTON CO | 1,189 | $59.9M | $3.8M |
| 7 | BORAD OF TRUSTEES, AIRCONDITIONING AND REFRIGERATION AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN | ORANGE CA | 3,117 | $228.3M | $3.5M |
| 8 | MICHIGAN STATE UNIVERSITY FEDERAL CREDIT UNION MICHIGAN STATE UNIVERSITY FEDERAL CREDIT UNION | EAST LANSING MI | 1,444 | $177.2M | $3.4M |
| 9 | HIGH COMPANY LLC HIGH COMPANY LLC RETIREMENT SAVINGS PLAN | LANCASTER PA | 1,944 | $292.2M | $3.2M |
| 10 | PROCENTRIX, LLC PROCENTRIX RETIREMENT TRUST | HERNDON VA | 373 | $40.7M | $3.1M |
