Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Small Cap Growth index Mutual funds in their Schedule of Assets, totaling $2.1M 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 | THE WHEELING CORPORATION WHEELING CORPORATION EMPLOYEES' RETIREMENT PLAN | BREWSTER CT | 407 | $42.6M | $856K |
| 2 | NORTHSTAR FINANCIAL GROUP, INC. NORTHSTAR FINANCIAL GROUP EMPLOYEES' 401(K) SAVINGS PLAN | BAD AXE MI | 249 | $27.1M | $648K |
| 3 | ARM GROUP LLC ARM GROUP ENTERPRISES 401(K) PLAN |
HERSHEY PA |
| 267 |
| $31.9M |
| $247K |
| 4 | PRIDE CAPITAL PARTNERS, LLC PRIDE CAPITAL PARTNERS, LLC 401(K) PLAN | NEW YORK NY | 4,743 | $40.9M | $170K |
| 5 | MINDFUL HEALTH SOLUTIONS MHS-TMS 401(K) PROFIT SHARING PLAN & TRUST | SAN FRANCISCO CA | 300 | $14.2M | $93K |
| 6 | SAN TAN AUTO PARTNERS, LLC SAN TAN FORD 401(K) | GILBERT AZ | 273 | $7.3M | $50K |
| 7 | CENTRO DE SERVICIOS PRIMARIOS DE SALUD DE PATILLAS, INC. SAVINGS PLAN CENTRO DE SERVICIOS PRIMARIOS DE SALUD DE PATILLAS INC SAVINGS PLAN | PATILLAS PR | 195 | $7.7M | $27K |
| 8 | INFUSION UPSTATE NY, INC. INFUSION UPSTATE NY, INC. 401(K) PLAN | DEPEW NY | 200 | $12.5M | $27K |
| 9 | RO-MAC LUMBER & SUPPLY, INC. RO-MAC LUMBER & SUPPLY, INC. 401(K) PLAN | LEESBURG FL | 327 | $11.8M | $8K |
| 10 | FRONTIER AG, INC. UBG 401(K) - FRONTIER AG | GOODLAND KS | 106 | $6.9M | $3K |
