Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Small Cap Idx Mutual Fund in their Schedule of Assets, totaling $5.4M 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 | NUCLEUS CENTRAL INC. NUCLEUS CENTRAL INC. 401(K) SALARY REDUCTION PLAN & TRUST | ATLANTA GA | 348 | $41.5M | $1.6M |
| 2 | COASTAL CAROLINA HEALTH CARE, P.A. COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN | NEW BERN NC | 532 | $71.8M | $1.4M |
| 3 | CENTER FOR ORTHOPAEDICS AND SPINE, LLC |
LAKE CHARLES LA |
| 128 |
| $21.9M |
| $1.1M |
| 4 | TEXAS ASSOCIATION OF SCHOOL BOARDS, INC. TEXAS ASSOCIATION OF SCHOOL BOARDS, INC. RETIREMENT PLAN | AUSTIN TX | 501 | $119.4M | $895K |
| 5 | PINDROP SECURITY, INC. PINDROP SECURITY, INC. 401(K) RETIREMENT PLAN | ATLANTA GA | 252 | $27.0M | $349K |
| 6 | TEXAS DIABETES & ENDOCRINOLOGY PA TDE 401(K) PLAN | AUSTIN TX | 109 | $17.2M | $177K |
