Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding Fidelity Small Cap Discovery Fund " in their Schedule of Assets, totaling $30.0M 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 | THE HERTZ CORPORATION HERTZ CORPORATION INCOME SAVINGS PLAN | ESTERO FL | 16,924 | $637.8M | $21.1M |
| 2 | THE SHUBERT ORGANIZATION, INC. SHUBERT 401(K) SAVINGS PLAN | NEW YORK NY | 391 | $81.4M | $3.3M |
| 3 | CANVAS ENERGY LLC CANVAS ENERGY LLC 401(K) PROFIT SHARING PLAN |
OKLAHOMA CITY OK |
| 91 |
| $42.5M |
| $995K |
| 4 | EXTREME ENGINEERING SOLUTIONS, INC. EXTREME ENGINEERING SOLUTIONS, INC. 401(K) PLAN | VERONA WI | 452 | $61.2M | $779K |
| 5 | TS IMAGINE, INC. TS IMAGINE, INC. 401(K) PLAN | NEW YORK NY | 102 | $30.5M | $604K |
| 6 | FORTIS SOLUTIONS GROUP, LLC FORTIS SOLUTIONS GROUP, LLC RETIREMENT SAVINGS PLAN | VIRGINIA BEACH VA | 1,239 | $52.7M | $502K |
| 7 | THE KRESGE FOUNDATION THE KRESGE FOUNDATION EMPLOYEE SAVINGS PLAN | TROY MI | 124 | $63.1M | $496K |
| 8 | INTER-RAIL TRANSPORT, INC. INTER-RAIL TRANSPORT, INC. PROFIT SHARING PLAN & TRUST | CENTREVILLE MD | 639 | $13.3M | $278K |
| 9 | PARADIGM MANAGEMENT TEAM, LLC PARADIGM MANAGEMENT TEAM LLC 401(K) PLAN | GAINESVILLE FL | 361 | $21.6M | $266K |
| 10 | PEDIATRIC HEALTH ASSOCIATES PEDIATRIC HEALTH ASSOCIATES PENSION PLAN | NAPERVILLE IL | 111 | $16.7M | $238K |
