Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding Fidelity® Small Cap Growth Index Mutual Fund in their Schedule of Assets, totaling $15.5M 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 | APEX SYSTEMS, LLC APEX SYSTEMS, LLC 401(K) PLAN | GLEN ALLEN VA | 4,283 | $478.7M | $8.9M |
| 2 | GEMINI GROUP, INC. GEMINI GROUP EMPLOYEES' 401(K) SAVINGS PLAN | BAD AXE MI | 1,117 | $119.9M | $1.9M |
| 3 | NORTHERN COLORADO ANESTHESIA PROFESSIONALS, PLLC NORTHERN COLORADO ANESTHESIA PROFESSIONALS, PLLC 401K PLAN |
FORT COLLINS CO |
| 113 |
| $66.8M |
| $641K |
| 4 | SIOUX CHIEF MANUFACTURING COMPANY, INC. SIOUX CHIEF 401(K) PROFIT SHARING PLAN | KANSAS CITY MO | 534 | $46.8M | $565K |
| 5 | TRENDSETTER ENGINEERING, INC. TRENDSETTER ENGINEERING, INC. 401(K) PROFIT SHARING PLAN | HOUSTON TX | 312 | $29.6M | $555K |
| 6 | NEWCOMER FUNERAL SERVICE GROUP, INC. NEWCOMER FUNERAL SERVICE GROUP RETIREMENT PLAN | TOPEKA KS | 862 | $24.3M | $320K |
| 7 | DCOR, LLC DCOR LLC 401K PLAN | OXNARD CA | 341 | $44.6M | $261K |
| 8 | BAKER STERCHI COWDEN AND RICE LLC BAKER STERCHI COWDEN AND RICE LLC 401K SAVINGS PLAN | KANSAS CITY MO | 196 | $44.3M | $242K |
| 9 | NCM ASSOCIATES, INC. NCM ASSOCIATES, INC. ESOP/401(K) PLAN | KANSAS CITY MO | 227 | $115.1M | $240K |
| 10 | 1661, INC. DBA GOAT GOAT 401(K) PLAN | LOS ANGELES CA | 935 | $34.8M | $210K |
