Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Small Cap Index Fd Mutual Fund in their Schedule of Assets, totaling $1.0M 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 | UNITED DAIRYMEN OF ARIZONA UDA 401(K) PLAN | TEMPE AZ | 332 | $36.5M | $996K |
| 2 | JACKSON THERAPY PARTNERS LLC JACKSON PARTNERS 401(K) PLAN | MAITLAND FL | 2,906 | $8.5M | $30K |