Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 839 U.S. retirement plans report holding Fidelity® Small Cap Index in their Schedule of Assets, totaling $1.0B 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 | UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC. UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION PHYSICIANS RETIREMENT PLAN | MIDDLETON WI | 1,782 | $1.4B | $78.2M |
| 2 | HORMEL FOODS CORPORATION HORMEL FOODS CORPORATION TAX DEFERRED INVESTMENT PLAN A * | AUSTIN MN | 4,803 | $1.3B | $45.7M |
| 3 | FISHER ASSET MANAGEMENT, LLC DBA FISHER INVESTMENTS |
PLANO TX |
| 5,042 |
| $1.6B |
| $42.1M |
| 4 | SHANNON MEDICAL CENTER SHANNON MEDICAL CENTER 401(K) SAVINGS AND RETIREMENT PLAN | SAN ANGELO TX | 4,417 | $460.8M | $33.5M |
| 5 | UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC EMPLOYEES 401(K)/PROFIT SHARING PLAN | MIDDLETON WI | 3,273 | $767.7M | $30.6M |
| 6 | BARRY-WEHMILLER COMPANIES, INC. BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 5,631 | $1.0B | $26.6M |
| 7 | BAYHEALTH MEDICAL CENTER, INC. BAYHEALTH MEDICAL CENTER, INC. RETIREMENT AND SAVINGS PLAN | DOVER DE | 4,938 | $633.6M | $19.7M |
| 8 | MUNSON HEALTHCARE MUNSON 403(B) PLAN | TRAVERSE CITY MI | 8,230 | $485.7M | $19.1M |
| 9 | DELTA DENTAL OF CALIFORNIA DELTA DENTAL OF CALIFORNIA 401(K) PLAN | SAN FRANCISCO CA | 3,253 | $723.2M | $16.0M |
| 10 | EXTENSIS GROUP, LLC EXTENSIS GROUP RETIREMENT SAVINGS PLAN | WOODBRIDGE NJ | 11,488 | $682.1M | $14.4M |
