Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 150 U.S. retirement plans report holding Fidelity Sm Cp Ind Fd Registered Investment Company in their Schedule of Assets, totaling $63.1M 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 | SPARC GROUP LLC THE SPARC GROUP LLC 401(K) INVESTMENT AND SAVINGS PLAN | LYNDHURST NJ | 11,662 | $341.8M | $8.6M |
| 2 | METRIE INC. METRIE 401(K) RETIREMENT SAVINGS PLAN | BLAINE WA | 1,244 | $84.9M | $3.5M |
| 3 | NATIONAL DCP, LLC NATIONAL DCP 401(K) PROFIT SHARING PLAN AND TRUST |
DULUTH GA |
| 1,772 |
| $117.8M |
| $3.2M |
| 4 | CAPITAL WOMENS CARE, LLC CAPITAL WOMENS CARE, LLC EMPLOYEES 401(K) PLAN | FULTON MD | 821 | $147.0M | $3.1M |
| 5 | IMPELLAM NORTH AMERICA SUPPORT SERVICES, INC. IMPELLAM NA 401(K) PLAN | ATLANTA GA | 4,480 | $92.2M | $3.1M |
| 6 | M3 INSURANCE SOLUTIONS, INC. M3 RETIREMENT SAVINGS PLAN | MADISON WI | 468 | $116.7M | $1.8M |
| 7 | PENN ENGINEERING & MANUFACTURING PENN ENGINEERING 401(K) PLAN | DANBORO PA | 900 | $164.1M | $1.4M |
| 8 | BRAYTON PURCELL, LLP BRAYTON PURCELL, LLP 401K RETIREMENT PLAN | NOVATO CA | 138 | $43.7M | $1.3M |
| 9 | KRAUSS-MAFFEI CORPORATION KRAUSS-MAFFEI CORPORATION 401(K) RETIREMENT SAVING | FLORENCE KY | 229 | $39.7M | $1.2M |
| 10 | FRANKENMUTH CREDIT UNION FRANKENMUTH CREDIT UNION 401(K) RETIREMENT SAVINGS | FRANKENMUTH MI | 441 | $35.1M | $1.2M |
