Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 264 U.S. retirement plans report holding Fidelity Small Cap Index Fidelity 0 in their Schedule of Assets, totaling $87.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AFL TELECOMMUNICATIONS, LLC AFL TELECOMMUNICATIONS, LLC SAVINGS AND INCENTIVE PLAN | DUNCAN SC | 2,656 | $178.6M | $4.0M |
| 2 | BUSH BROTHERS & COMPANY BUSH BROTHERS & COMPANY EMPLOYEES' 401(K) PLAN AND TRUST AGREEMENT | KNOXVILLE TN | 722 | $66.3M | $3.4M |
| 3 | ANALYTICAL MECHANICS ASSOCIATES, INC. |
HAMPTON VA |
| 687 |
| $88.2M |
| $2.4M |
| 4 | HS HYOSUNG, USA HOLDINGS, INC HYOSUNG HOLDINGS USA, INC SAVINGS PLAN | CHARLOTTE NC | 1,426 | $65.6M | $2.2M |
| 5 | DAVIS, CARTER, SCOTT LTD. DAVIS, CARTER, SCOTT LTD. 401(K) PS PLAN | TYSONS VA | 61 | $22.1M | $2.0M |
| 6 | COMPETITIVE POWER VENTURES INC COMPETITIVE POWER VENTURES INC 401(K) PROFIT SHARING PLAN & TRUST | SILVER SPRING MD | 167 | $51.1M | $2.0M |
| 7 | CAROTEK, INC. CAROTEK, INC. 401(K) PROFIT SHARING PLAN | MATTHEWS NC | 177 | $24.0M | $1.8M |
| 8 | R.F. MACDONALD COMPANY R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN | HAYWARD CA | 271 | $49.2M | $1.7M |
| 9 | AVANT, LLC. AVANT, LLC 401(K) PLAN | CHICAGO IL | 233 | $27.7M | $1.5M |
| 10 | ST ENGINEERING HACKNEY, INC. ST ENGINEERING HACKNEY 401K RET PLAN | WASHINGTON NC | 677 | $22.0M | $1.5M |
