Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Small Cap Fund in their Schedule of Assets, totaling $10.1M 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 | OLDCASTLE BUILDING ENVELOPE, INC. OLDCASTLE BUILDING ENVELOPE 401(K) PLAN | DALLAS TX | 5,833 | $332.5M | $5.0M |
| 2 | ESCALENT, INC. ESCALENT, INC. 401(K) PLAN | LIVONIA MI | 633 | $80.6M | $1.3M |
| 3 | THE RAWLINGS COMPANY LLC THE RAWLINGS GROUP 401(K) PLAN |
LAGRANGE KY |
| 1,593 |
| $126.1M |
| $1.2M |
| 4 | BRADESCO BANK BRADESCO BANK SAVINGS AND INVESTMENT PLAN | CORAL GABLES FL | 285 | $26.1M | $870K |
| 5 | MEIJER, INC. MEIJER HEALTH BENEFITS PLAN | GRAND RAPIDS MI | 30,085 | $25.7M | $477K |
| 6 | TRANSOURCE, INC. TRANSOURCE, INC. 401(K) INVESTMENT PLAN | COLFAX NC | 361 | $15.2M | $452K |
| 7 | WISCO INDUSTRIES, INC. WISCO INDUSTRIES PROFIT SHARING PLAN | OREGON WI | 106 | $17.5M | $427K |
| 8 | THE MEADOWS MENTAL HEALTH POLICY INSTITUTE FOR TEXAS MEADOWS MENTAL HEALTH POLICY INSTITUTE FOR TEXAS 401(K) PLAN | DALLAS TX | 134 | $11.6M | $190K |
| 9 | GAME CREEK VIDEO, LLC GAME CREEK VIDEO 401(K) PLAN | HUDSON NH | 304 | $27.3M | $172K |
