Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding Fidelity Small Cap growth Index Fund Mutual Fund in their Schedule of Assets, totaling $11.1M 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 | GUARDANT HEALTH, INC. GUARDANT HEALTH 401(K) PLAN | PALO ALTO CA | 1,843 | $193.0M | $2.2M |
| 2 | GROUP PLAN SYSTEMS, LLC MY 401(K) PLAN | COLUMBUS OH | 12,606 | $102.8M | $1.2M |
| 3 | THE SPHERE INSTITUTE THE SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN |
| 618 |
| $74.9M |
| $795K |
| 4 | FACSIMILE COMMUNICATIONS INDUSTRIES, INC. DBA ATLANTIC TOMORROWSOFFICE ATLANTIC TOMORROWSOFFICE 401(K)PLAN | NEW YORK NY | 370 | $29.2M | $630K |
| 5 | INVISION COMMUNICATIONS, INC. INVISION COMMUNICATIONS, INC. 401(K) PLAN | WALNUT CREEK CA | 165 | $37.8M | $594K |
| 6 | JAVELIN ACQUISITION VEHICLE LLC LINDSAY PRECAST 401(K) PLAN | CANAL FULTON OH | 428 | $27.0M | $576K |
| 7 | JOBY AERO, INC. JOBY AERO, INC. 401(K) PLAN | SANTA CRUZ CA | 1,647 | $98.7M | $540K |
| 8 | NORTH STAR MUTUAL INSURANCE COMPANY PENSION PLAN FOR EMPLOYEES OF NORTH STAR MUTUAL INSURANCE COMPANY | COTTONWOOD MN | 260 | $64.7M | $423K |
| 9 | DYNAVAX TECHNOLOGIES CORPORATION DYNAVAX TECHNOLOGIES CORPORATION 401(K) PLAN | EMERYVILLE CA | 258 | $47.9M | $319K |
| 10 | QUALIS CORPORATION QUALIS 401(K) PLAN | HUNTSVILLE AL | 293 | $45.7M | $292K |
