Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Sm Cp Ind Fund Pooled separate account in their Schedule of Assets, totaling $1.8M 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 | APPLE HEALTH CARE, INC. APPLE HEALTH CARE, INC. 401(K) SECURITY EXPRESS | AVON CT | 2,798 | $86.4M | $1.2M |
| 2 | GLOBAL-E US INC. GLOBAL-E US INC. 401(K) PLAN | NEW YORK NY | 185 | $10.3M | $267K |
| 3 | NESCO RESOURCE LLC NESCO RESOURCE LLC 401(K) PLAN |
TAMPA FL |
| 1,549 |
| $13.2M |
| $181K |
| 4 | MARINE SOLUTIONS, INC. MARINE SOLUTIONS, INC. RETIREMENT PLAN | NICHOLASVILLE KY | 141 | $12.6M | $95K |
| 5 | SYFAN LOGISTICS, INC. SYFAN LOGISTICS 401(K) PLAN | GAINESVILLE GA | 377 | $14.4M | $74K |
| 6 | TP AEROSPACE AMERICAS TP AEROSPACE AMERICAS 401(K) PLAN | ORLANDO FL | 67 | $1.8M | $30K |
| 7 | W3 LUXURY LIVING W3 LUXURY LIVING 401(K) PLAN | GRAND PRAIRIE TX | 169 | $6.2M | $18K |
| 8 | NINKASI BREWING COMPANY, LLC NINKASI BREWERY, LLC 401(K) PLAN | EUGENE OR | 79 | $2.1M | $12K |
| 9 | EGR INCORPORATED EGR, INC. 401K PROFIT SHARING PLAN | ONTARIO CA | 61 | $2.4M | $5K |