Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Small Cap Index Fund Mutual fund (1) in their Schedule of Assets, totaling $14.0M 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 | BAKER & HOSTETLER LLP BAKER & HOSTETLER LLP SUPPLEMENTAL/401K RETIREMENT PLAN | CLEVELAND OH | 1,897 | $1.2B | $7.2M |
| 2 | RESOURCING EDGE I, LLC RESOURCING EDGE RETIREMENT SAVINGS PLAN | ROCKWALL TX | 9,155 | $321.3M | $5.3M |
| 3 | THOMAS A. BRADY SPORTS MEDICINE, P.C. |
CARMEL IN |
| 224 |
| $44.4M |
| $653K |
| 4 | GLASGOW, INC. GLASGOW, INC. 401(K) PLAN | GLENSIDE PA | 110 | $18.5M | $341K |
| 5 | HANNUM, WAGLE & CLINE, INC. HWC ENGINEERING SAVINGS AND RETIREMENT PLAN | INDIANAPOLIS IN | 210 | $20.3M | $276K |
| 6 | TPG, INC. THE PHOENIX GROUP 401(K) PLAN | GREENWOOD IN | 188 | $13.0M | $138K |
| 7 | SERAVALLI FINANCIAL GROUP, INC. SERAVALLI FINANCIAL GROUP, INC. 401K PROFIT SHARING PLAN | PHILADELPHIA PA | 250 | $13.5M | $127K |
