Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Sm Cap Index Mutual fund in their Schedule of Assets, totaling $1.9M 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 | POLLEN, INC. POLLEN, INC. EMPLOYEES SAVINGS TRUST PLAN | KANSAS CITY MO | 262 | $35.7M | $859K |
| 2 | BATTLE MOTORS BATTLE MOTORS | NEW PHILADELPHIA OH | 566 | $12.6M | $510K |
| 3 | PANAMERA ACQUISITION HOLDINGS, INC. D/B/A PURPOSEBUILT BRANDS, INC. PURPOSEBUILT BRANDS 401(K) PLAN |
GURNEE IL |
| 484 |
| $31.8M |
| $279K |
| 4 | NANOTRONICS IMAGING, INC. NANOTRONICS IMAGING, INC. 401(K) PLAN | CUYAHOGA FALLS OH | 75 | $8.1M | $119K |
| 5 | SUNBELT MODULAR INC. SUNBELT MODULAR INC. PROFIT SHARING PLAN | PHOENIX AZ | 755 | $11.8M | $63K |
| 6 | THE DAY PUBLISHING COMPANY THE DAY PUBLISHING COMPANY 401(K) SAVINGS AND INVESTMENT PLAN | NEW LONDON CT | 97 | $15.9M | $58K |
| 7 | TAL HOLDINGS, LLC TAL HOLDINGS, LLC 401(K) RETIREMENT PLAN | VANCOUVER WA | 501 | $10.9M | $39K |
