Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Small Cap Index Fund Mutual fund a in their Schedule of Assets, totaling $11.8M 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 | WILLAMETTE DENTAL GROUP, P.C. WILLAMETTE DENTAL GROUP, P.C. 401(K) SAVINGS PLAN | HILLSBORO OR | 1,183 | $182.0M | $7.9M |
| 2 | WIEDEN & KENNEDY, INC. WIEDEN & KENNEDY, INC. 401(K) PROFIT SHARING PLAN | PORTLAND OR | 917 | $253.3M | $3.2M |
| 3 | IQ CREDIT UNION IQ CREDIT UNION 401(K) PLAN |
VANCOUVER WA |
| 344 |
| $36.6M |
| $374K |
| 4 | EMPOWER WORKPLACE CORP. EMPOWER WORKPLACE CORP. 401(K) PLAN | PITTSBURGH PA | 121 | $8.7M | $258K |
| 5 | H&CO LLP H&CO LLP 401(K) PLAN | CORAL GABLES FL | 184 | $5.0M | $42K |
