Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 78 U.S. retirement plans report holding Fidelity® Small Cap Index Fund Mutual Funds in their Schedule of Assets, totaling $94.1M 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 | FASTENAL COMPANY & SUBSIDIARIES FASTENAL COMPANY & SUBSIDIARIES 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | WINONA MN | 17,820 | $1.1B | $14.7M |
| 2 | BELCAN, LLC BELCAN RETIREMENT SAVINGS PLAN | BLUE ASH OH | 4,017 | $299.9M | $9.4M |
| 3 | LITHIA MOTORS, INC. LITHIA MOTORS, INC. 401(K) PLAN |
MEDFORD OR |
| 23,444 |
| $1.0B |
| $9.1M |
| 4 | FAREWAY STORES, INC. FAREWAY STORES, INC. 401(K) PROFIT SHARING PLAN | JOHNSTON IA | 5,926 | $401.4M | $6.1M |
| 5 | FIDELITY & GUARANTY LIFE BUSINESS SERVICES, INC. FIDELITY & GUARANTY LIFE 401(K) PLAN | DES MOINES IA | 1,341 | $177.2M | $4.0M |
| 6 | GOVCIO LLC GOVCIO LLC 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 3,018 | $282.0M | $3.8M |
| 7 | SAREPTA THERAPEUTICS, INC. SAREPTA THERAPEUTICS, INC. 401(K) PLAN | CAMBRIDGE MA | 1,354 | $202.5M | $3.4M |
| 8 | VM CONSOLIDATED, INC. VERRA MOBILITY 401(K) PLAN | MESA AZ | 1,187 | $96.0M | $3.4M |
| 9 | FARMERS MUTUAL INSURANCE CO. OF NE FARMERS MUTUAL 401(K) SAVINGS PLAN | LINCOLN NE | 341 | $81.4M | $2.9M |
| 10 | DIGITAL TURBINE INC. DIGITAL TURBINE INC. 401(K) PLAN | DURHAM NC | 304 | $55.4M | $2.7M |