Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Small-Cap Fund Mutual Fund in their Schedule of Assets, totaling $3.6M 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 | GREERWALKER LLP GREERWALKER LLP 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 112 | $34.6M | $2.9M |
| 2 | LARK TECHNOLOGIES, INC. LARK TECHNOLOGIES INC. 401K | MOUNTAIN VIEW CA | 114 | $11.1M | $375K |
| 3 | AKG NORTH AMERICA, INC. AKG NORTH AMERICA, INC. 401(K) PLAN |
MEBANE NC |
| 509 |
| $39.1M |
| $311K |
| 4 | DEJ HOLDINGS, LLC DEJ HOLDINGS, LLC 401(K) PLAN | MOORESVILLE NC | 137 | $13.1M | $102K |
