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* in their Schedule of Assets, totaling $7.0M 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 | STANFORD HOTELS CORPORATION EMPLOYEE 401(K) PLAN | SAN FRANCISCO CA | 1,360 | $58.3M | $1.8M |
| 2 | KODIAK GYPSUM MOUNTAIN STATES LLC KODIAK BP 401K PLAN | ENGLEWOOD CO | 5,941 | $193.5M | $1.7M |
| 3 | SYNAMEDIA AMERICAS LLC SYNAMEDIA 401(K) PLAN |
| 143 |
| $34.5M |
| $1.5M |
| 4 | SEYER INDUSTRIES INCORPORATED SEYER INDUSTRIES INCORPORATED 401K RETIREMENT SAVINGS PLAN | ST PETERS MO | 276 | $31.3M | $753K |
| 5 | TAWANI ENTERPRISES, INC. TAWANI ENTERPRISES EMPLOYEES' PENSION PLAN | CHICAGO IL | 168 | $20.7M | $728K |
| 6 | AMERICAN RIVIERA BANK AMERICAN RIVIERA BANK 401(K) PROFIT SHARING PLAN AND TRUST | SANTA BARBARA CA | 132 | $19.2M | $174K |
| 7 | TLC-THE TREATMENT AND LEARNING CENTERS INC. THE TREATMENT & LEARNING CENTERS INC. 403B TAX DEFERRED ANNUITY PLAN | ROCKVILLE MD | 229 | $11.9M | $148K |
| 8 | DIAMOND TECHNICAL SERVICES, INC. DIAMOND TECHNICAL SERVICES, INC. 401(K) PROFIT SHARING PLAN | BLAIRSVILLE PA | 179 | $13.3M | $88K |
| 9 | THE FELTON INSTITUTE THE FELTON INSTITUTE 403B PLAN | ALAMEDA CA | 546 | $9.0M | $63K |
| 10 | MOUNTAIN ISLAND CHARTER SCHOOL MOUNTAIN ISLAND CHARTER SCHOOL 403B PLAN | MT HOLLY NC | 266 | $4.0M | $18K |
