Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Small Cap Index (1) in their Schedule of Assets, totaling $1.1M 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 | INTERPARK LLC INTERPARK INCENTIVE SAVINGS PLAN | CHICAGO IL | 369 | $38.4M | $1.1M |
| 2 | AG PLUS COOPERATIVE UBG 401(K) - AG PLUS COOPERATIVE | MARSHALL MN | 153 | $7.2M | $15K |
| 3 | NORTHWOOD HEALTH SYSTEMS INC. NORTHWOOD HEALTH SYSTEMS, INC. 403(B) PLAN |
WHEELING WV |
| 474 |
| $15.7M |
| $13K |
