Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity* Small Cap Idx in their Schedule of Assets, totaling $5.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GEODE CAPITAL MANAGEMENT, LLC GEODE CAPITAL MANAGEMENT, LLC RETIREMENT PLAN | BOSTON MA | 189 | $89.3M | $2.0M |
| 2 | PURE FISHING, INC PURE FISHING, INC RETIREMENT PLAN | COLUMBIA SC | 1,186 | $89.0M | $1.4M |
| 3 | STERLING CAPITAL MANAGEMENT LLC STERLING CAPITAL 401(K) SAVINGS PLAN |
CHARLOTTE NC |
| 215 |
| $92.8M |
| $946K |
| 4 | ALBERT EINSTEIN HEALTHCARE NETWORK EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 2,429 | $127.9M | $488K |
| 5 | HOAG MEDICAL GROUP, INC. HOAG CLINIC MEDICAL GROUPS 401(K) PLAN | COSTA MESA CA | 286 | $46.8M | $410K |
| 6 | FLOOD, BUMSTEAD, MCCREADY, & MCCARTHY, INC. FLOOD, BUMSTEAD, MCCREADY, & MCCARTHY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NASHVILLE TN | 183 | $15.7M | $133K |
| 7 | ARS ADVERTISING, LLC AISLE ROCKET RETIREMENT PLAN | CHICAGO IL | 89 | $11.0M | $64K |
