Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Small Cap Gr K6 Mutual fund - in their Schedule of Assets, totaling $31.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE COOPER COMPANIES, INC. THE COOPER COMPANIES, INC. 401(K) SAVINGS PLAN | SAN RAMON CA | 4,166 | $487.6M | $10.8M |
| 2 | SMART & FINAL LLC SMART & FINAL 401(K) SAVINGS PLAN | CITY OF COMMERCE CA | 9,837 | $386.5M | $9.2M |
| 3 | BREAKTHRU BEVERAGE GROUP, LLC BREAKTHRU BEVERAGE GROUP 40 L(K) PLAN |
NEW YORK NY |
| 7,882 |
| $768.8M |
| $8.2M |
| 4 | PBK ARCHITECTS, INC. PBK ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 1,060 | $121.0M | $1.4M |
| 5 | SOUTH TEXAS COLLEGE OF LAW HOUSTON SOUTH TEXAS COLLEGE OF LAW HOUSTON DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST | HOUSTON TX | 165 | $50.3M | $617K |
| 6 | SOUTH TEXAS COLLEGE OF LAW HOUSTON SOUTH TEXAS COLLEGE OF LAW HOUSTON 403(B) PLAN | HOUSTON TX | 348 | $22.0M | $287K |
| 7 | SAFRAN AEROSYSTEMS SERVICES AMERICAS, LLC SAFRAN AEROSYSTEMS SERVICES AMERICAS, LLC | PEACHTREE CITY GA | 237 | $28.8M | $166K |
| 8 | THRIVE COMMUNITIES MANAGEMENT, LLC THRIVE COMMUNITIES 401(K) PLAN | SEATTLE WA | 780 | $20.0M | $144K |
| 9 | YUBICO INC. YUBICO INC. 401(K) PLAN | SANTA CLARA CA | 307 | $32.1M | $99K |
