Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity Small Cap Index Fund Registered investment companies in their Schedule of Assets, totaling $9.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BUCHALTER, A PROFESSIONAL CORPORATION BUCHALTER 401(K) PLAN | LOS ANGELES CA | 0 | $209.3M | $4.6M |
| 2 | KORBER SUPPLY CHAIN US, INC. KORBER SUPPLY CHAIN US, INC. 401(K) SAVINGS PLAN | BLOOMINGTON MN | 539 | $75.6M | $1.2M |
| 3 | G.W. LISK COMPANY, INC. G.W. LISK COMPANY, INC. EMPLOYEES' SAVINGS & INVESTMENT PLAN |
CLIFTON SPRINGS NY |
| 721 |
| $54.9M |
| $960K |
| 4 | LENFEST ENTERPRISES, LLC LENFEST ENTERPRISES RETIREMENT PLAN | PLYMOUTH MEETING PA | 158 | $21.5M | $606K |
| 5 | AXLE INFORMATICS, LLC AXLE RETIREMENT PLAN | NORTH BETHESDA MD | 759 | $36.3M | $473K |
| 6 | GRAETER'S MANUFACTURING CO. GRAETER'S MANUFACTURING CO. 401(K) RETIREMENT SAVINGS PLAN | CINCINNATI OH | 613 | $11.7M | $235K |
| 7 | DONORSCHOOSE.ORG DONORSCHOOSE.ORG 401(K) PROFIT SHARING PLAN | NEW YORK NY | 204 | $18.8M | $223K |
| 8 | PACIFIC POWER GROUP, LLC PACIFIC POWER GROUP, LLC 401(K) PLAN | RIDGEFIELD WA | 210 | $31.0M | $200K |
| 9 | USHERWOOD BUSINESS EQUIPMENT INC. USHERWOOD BUSINESS EQUIPMENT INC. DBA USHERWOOD OFFICE TECHNOLOGY 401(K) PROFIT SHARING PLAN | SYRACUSE NY | 156 | $11.6M | $170K |
| 10 | MATERNE NORTH AMERICA CORP. MATERNE NORTH AMERICA 401(K) RETIREMENT PLAN | NEW YORK NY | 973 | $50.9M | $170K |
