Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Small-Cap Index Fund Interest in registered investment companies xx in their Schedule of Assets, totaling $14.3M 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 | VALIANT INTEGRATED SERVICES LLC VALIANT INTEGRATED SERVICES 401(K) PLAN | HERNDON VA | 3,714 | $271.4M | $8.4M |
| 2 | URBAN ONE, INC. URBAN ONE, INC. EMPLOYEE RETIREMENT PLAN | SILVER SPRING MD | 1,526 | $84.6M | $1.6M |
| 3 | GALLAGHER EVELIUS & JONES LLP GALLAGHER EVELIUS & JONES LLP 401(K) PROFIT SHARING PLAN |
BALTIMORE MD |
| 95 |
| $78.5M |
| $1.3M |
| 4 | VERSANT HEALTH HOLDCO, INC. VERSANT HEALTH HOLDCO, INC. 401(K) PLAN | TROY NY | 938 | $70.2M | $1.0M |
| 5 | TCOM, LP TCOM, L.P. EMPLOYEES' SAVINGS PLAN | COLUMBIA MD | 431 | $82.5M | $812K |
| 6 | SHIFT4 PAYMENTS, LLC SHIFT4 401(K) PLAN | CENTER VALLEY PA | 3,325 | $94.9M | $589K |
| 7 | ULTIUM CELLS, LLC ULTIUM CELLS, LLC 401(K) PLAN | WARREN OH | 1,955 | $24.4M | $191K |
| 8 | OTJ ARCHITECTS INC OTJ ARCHITECTS INC 401(K) PROFIT SHARING PLAN & TRUST | WASHINGTON DC | 217 | $19.2M | $139K |
| 9 | RAFT, LLC RAFT LLC 401(K) PLAN | MCLEAN VA | 328 | $12.8M | $88K |
| 10 | FORTESSA TABLEWARE SOLUTIONS, LLC INTEGRUS HOLDINGS, INC. 401(K) PLAN | ASHBURN VA | 206 | $11.6M | $70K |
