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 Fund Institutional Premium in their Schedule of Assets, totaling $147K 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 | INDIANA SYMPHONY SOCIETY, INC. INDIANAPOLIS SYMPHONY ORCHESTRA 403(B) PLAN | INDIANAPOLIS IN | 151 | $13.9M | $81K |
| 2 | PLATFORMQ LLC PLATFORMQ LLC 401(K) PROFIT SHARING PLAN AND TRUST | NEEDHAM MA | 103 | $8.9M | $66K |
