Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding Fidelity Small Cap Index Fund N/R in their Schedule of Assets, totaling $37.2M 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 | COOPERATIEVE RABOBANK U.A. COOPERATIEVE RABOBANK U.A. 401(K) SAVINGS PLAN | NEW YORK NY | 1,481 | $578.9M | $15.2M |
| 2 | GODADDY.COM, LLC GODADDY.COM, LLC 401(K) PLAN | TEMPE AZ | 3,569 | $641.6M | $5.9M |
| 3 | M3 INSURANCE SOLUTIONS, INC. M3 RETIREMENT SAVINGS PLAN |
MADISON WI |
| 468 |
| $116.7M |
| $1.8M |
| 4 | MYTHICS, LLC MYTHICS, LLC. RETIREMENT PLAN | VIRGINIA BEACH VA | 394 | $65.4M | $1.5M |
| 5 | HM ELECTRONICS, INC. HME RETIREMENT SAVINGS PLAN | CARLSBAD CA | 762 | $89.7M | $1.3M |
| 6 | SUMMIT FINANCIAL GROUP, INC. SUMMIT FINANCIAL GROUP, INC. DEFINED CONTRIBUTION PLAN | MOOREFIELD WV | 487 | $43.0M | $1.2M |
| 7 | BURKE & HERBERT FINANICAL SERVICES CORP. SUMMIT FINANCIAL GROUP, INC. DEFINED CONTRIBUTION PLAN | MOOREFIELD WV | 472 | $46.1M | $1.2M |
| 8 | ELLSWORTH CORPORATION ELLSWORTH CORPORATION 401(K) SAVINGS PLAN | GERMANTOWN WI | 694 | $82.6M | $1.1M |
| 9 | DELTA DENTAL OF WASHINGTON DELTA DENTAL OF WASHINGTON SAVINGS PLAN | SEATTLE WA | 508 | $100.2M | $1.0M |
| 10 | MARKETING ASSOCIATES LLC DBA ONEMAGNIFY ONEMAGNIFY 401(K) PLAN | DETROIT MI | 557 | $58.2M | $947K |
