Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity Sm Cp Ind Fd Mutual fund - in their Schedule of Assets, totaling $5.4M 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 | THE LONGSTREET CLINIC, P.C. THE LONGSTREET CLINIC, P. C. 401(K) PLAN AND TRUST | GAINESVILLE GA | 610 | $143.0M | $2.5M |
| 2 | CURRY COLLEGE CURRY COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | MILTON MA | 669 | $144.1M | $1.7M |
| 3 | WESTERN RESERVE CARE SOLUTIONS |
CLEVELAND OH |
| 972 |
| $47.0M |
| $278K |
| 4 | MAESTRO FINANCIAL SOLUTIONS, LLC MAESTRO FINANCIAL SOLUTIONS, LLC INCENTIVE SAVINGS PLAN | NORTH CALDWELL NJ | 157 | $12.0M | $226K |
| 5 | ADVANTAGECARE REHABILITATION, INC. ADVANTAGECARE REHABILITATION, INC. 401(K) PLAN | PITTSBURGH PA | 688 | $10.4M | $213K |
| 6 | RAZER USA LTD RAZER USA LTD 401(K) PLAN | IRVINE CA | 209 | $20.8M | $99K |
| 7 | PCRK SERVICES COMPANY, LLC PCRK SERVICES COMPANY, LLC 401(K) PLAN | TEMPE AZ | 3,338 | $4.2M | $96K |
| 8 | TECOVAS, INC. TECOVAS 401(K) PLAN | AUSTIN TX | 1,007 | $5.0M | $75K |
| 9 | LAP OF LOVE SERVICES LLC LAP OF LOVE RETIREMENT PLAN | LUTZ FL | 711 | $14.3M | $72K |
| 10 | MIDTEX OIL, LP MIDTEX OIL, LP 401(K) PROFIT SHARING PLAN | NEW BRAUNFELS TX | 498 | $6.2M | $61K |
