Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Small Cap Index Advantage Fund Mutual Fund in their Schedule of Assets, totaling $9.6M 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 | MCWANE, INC. MCWANE SALARIED 401(K) RETIREMENT PLAN | BIRMINGHAM AL | 1,315 | $233.4M | $6.8M |
| 2 | AMEREX CORPORATION AMEREX CORPORATION 401(K) SAVINGS PLAN | TRUSSVILLE AL | 471 | $53.6M | $2.2M |
| 3 | MCWANE, INC. MANCHESTER TANK & EQUIPMENT CO. 401(K) PLAN |
BIRMINGHAM AL |
| 441 |
| $27.4M |
| $324K |
| 4 | MCWANE, INC. MCWANE HOURLY 401(K) RETIREMENT PLAN | BIRMINGHAM AL | 2,230 | $51.0M | $295K |
