Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Small Cap Growth Index Mutual fund N/A in their Schedule of Assets, totaling $402K 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 | AGSTATE UBG 401(K) - AGSTATE | ALBERT CITY IA | 200 | $14.0M | $162K |
| 2 | AGSTATE UBG 401(K) - AGSTATE SH MATCH | ALBERT CITY IA | 274 | $31.0M | $119K |
| 3 | MID-KANSAS COOPERATIVE ASSOCIATION UBG 401(K) - MKC | MOUNDRIDGE KS | 460 |
| $16.0M |
| $68K |
| 4 | COMMONWEALTH HOLDINGS, INC. COMMONWEALTH HOLDINGS, INC. 401(K) PLAN | LINCOLN NE | 259 | $23.2M | $36K |
| 5 | WESTERN ELECTRICITY COORDINATING COUNCIL WESTERN ELECTRICITY COORDINATING COUNCIL 401(K) PLAN | SALT LAKE CITY UT | 169 | $43.8M | $10K |
| 6 | ENGLEWOOD MARKETING GROUP, INC. ENGLEWOOD MARKETING GROUP 401(K) PLAN | GREEN BAY WI | 185 | $12.5M | $8K |
