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 Mutual Fund N/A in their Schedule of Assets, totaling $587K 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 | SWIRE PACIFIC HOLDINGS INC. SWIRE COCA-COLA 401(K) PLAN | DRAPER UT | 7,065 | $341.4M | $572K |
| 2 | FAIRWAVE HOLDINGS LLC FAIRWAVE HOLDINGS 401K SAVINGS PLAN | KANSAS CITY MO | 390 | $2.9M | $15K |