Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 968 U.S. retirement plans report holding Fidelity® Small Cap Index Fund Mutual fund in their Schedule of Assets, totaling $1.2B 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 | GLOBALFOUNDRIES U.S. INC. GLOBALFOUNDRIES U.S. INC. 401(K) PLAN | SANTA CLARA CA | 4,786 | $1.2B | $86.7M |
| 2 | LATHAM & WATKINS LLP LATHAM & WATKINS 401(K) SAVINGS AND PROFIT SHARING PLAN | LOS ANGELES CA | 4,864 | $3.1B | $52.6M |
| 3 | SERVICENOW, INC. SERVICENOW, INC. 401(K) PLAN | SANTA CLARA CA | 13,322 | $2.0B | $45.9M |
| 4 | SS&C GIDS, INC. DST SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | WINDSOR CT | 2,581 | $1.1B | $35.3M |
| 5 | TROUTMAN PEPPER HAMILTON SANDERS LLP TROUTMAN PEPPER DEFINED CONTRIBUTION PLAN | ATLANTA GA | 2,871 | $1.2B | $31.3M |
| 6 | JACK HENRY & ASSOCIATES INC JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN | ALLEN TX | 7,243 | $1.4B | $25.5M |
| 7 | OVINTIV USA, INC. OVINTIV U.S. RETIREMENT PLAN | DENVER CO | 948 | $547.2M | $21.2M |
| 8 | ILLUMINA, INC. ILLUMINA, INC. 401(K) PLAN | SAN DIEGO CA | 5,088 | $1.1B | $19.8M |
| 9 | SANMINA CORPORATION SANMINA CORPORATION 401(K) PLAN | SAN JOSE CA | 4,427 | $590.4M | $19.4M |
| 10 | SEQUOIA ONE PEO, LLC SEQUOIA ONE 401(K) PLAN | TEMPE AZ | 32,912 | $1.4B | $18.1M |
