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 a in their Schedule of Assets, totaling $10.4M 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 | ST. CHARLES HEALTH SYSTEM, INC. ST. CHARLES HEALTH SYSTEM, INC. RETIREMENT PLAN | BEND OR | 5,051 | $744.0M | $10.4M |
| 2 | SF COMPANIES HOLDINGS, LLC SPORTS FACILITIES MANAGEMENT, LLC 401(K) RETIREMENT PLAN | CLEARWATER FL | 270 | $1.4M | $43K |
| 3 | KAI USA LTD KAI USA, LTD. 401(K) PLAN |
TUALATIN OR |
| 277 |
| $24.0M |
| $1K |
