Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Small Cap Growth Index Fund Mutual funds in their Schedule of Assets, totaling $1.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AMERICAN HEALTHCARE OPPS HOLDINGS, LLC AMERICAN HEALTHCARE 401(K) PROFIT SHARING PLAN | IRVINE CA | 115 | $20.1M | $500K |
| 2 | MOREAU CATHOLIC HIGH SCHOOL MOREAU CATHOLIC HIGH SCHOOL 401(K) PROFIT SHARING PLAN & TRUST | HAYWARD CA | 108 | $16.4M | $293K |
| 3 | YOUR RETIREMENT SAVINGS PLAN COMPANY |
COLUMBIA MS |
| 10,141 |
| $204.7M |
| $212K |
| 4 | RTM & ASSOCIATES, INC. RTM & ASSOCIATES, INC. PROFIT SHARING/401(K) PLAN | SCHAUMBURG IL | 512 | $39.7M | $169K |
| 5 | THE MCEVOY GROUP THE MCEVOY GROUP RETIREMENT PLAN | SAN FRANCISCO CA | 246 | $47.0M | $83K |
| 6 | DRIGGS TITLE AGENCY, INC. DRIGGS TITLE AGENCY 401(K) PLAN | SCOTTSDALE AZ | 117 | $4.6M | $16K |
| 7 | WINDSOR FASHIONS, INC. WINDSOR FASHIONS 401(K) SAVINGS PLAN | SANTA FE SPRINGS CA | 974 | $14.8M | $2K |
