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 Fund Fidelity Small Cap Index Fund in their Schedule of Assets, totaling $3.4M 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 | VALLEY CHRISTIAN SCHOOLS VALLEY CHRISTIAN SCHOOLS RETIREMENT PLAN | SAN JOSE CA | 799 | $57.1M | $1.8M |
| 2 | AMTECH SYSTEMS, INC. AMTECH SYSTEMS, INC. 401(K) PLAN | TEMPE AZ | 149 | $30.0M | $1.2M |
| 3 | AMERICAN FIRST CREDIT UNION AMERICAN FIRST CREDIT UNION 401(K) PLAN |
BREA CA |
| 122 |
| $26.6M |
| $445K |