Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1,300 U.S. retirement plans report holding ─ Fidelity Small-Cap Index Fund in their Schedule of Assets, totaling $1.7B 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 | TRAVELERS COMPANIES, INC. THE TRAVELERS 401(K) SAVINGS PLAN | ST. PAUL MN | 30,785 | $10.4B | $155.8M |
| 2 | COREWELL HEALTH SPECTRUM HEALTH SYSTEM 403(B) PLAN | GRAND RAPIDS MI | 34,243 | $3.2B | $103.5M |
| 3 | DASSAULT SYSTEMES AMERICAS CORP. DASSAULT SYSTEMES EMPLOYEE SAVINGS PLAN PLUS |
WALTHAM MA |
| 6,193 |
| $2.1B |
| $62.8M |
| 4 | PAYCHEX , INC. PAYCHEX, INC. 401(K) INCENTIVE RETIREMENT PLAN | ROCHESTER NY | 15,000 | $2.3B | $49.5M |
| 5 | YAHOO HOLDINGS INC YAHOO 401(K) SAVINGS PLAN | NEW YORK NY | 3,916 | $1.2B | $36.8M |
| 6 | BDO USA, P.C. BDO USA RETIREMENT PLAN | CHICAGO IL | 9,138 | $1.9B | $30.6M |
| 7 | VERTEX PHARMACEUTICALS INCORPORATED VERTEX PHARMACEUTICALS INCORPORATED 401(K) PLAN | BOSTON MA | 5,091 | $1.3B | $29.5M |
| 8 | RAMBOLL LIMITED RAMBOLL US RETIREMENT & SAVINGS PLAN | SYRACUSE NY | 2,039 | $659.1M | $23.1M |
| 9 | BLACKBAUD, INC. BLACKBAUD RETIREMENT SAVINGS PLAN | CHARLESTON SC | 2,441 | $536.9M | $21.7M |
| 10 | UNIVERSAL HEALTH SERVICES, INC. UNIVERSAL HEALTH SERVICES, INC. RETIREMENT SAVINGS PLAN | KING OF PRUSSIA PA | 64,799 | $3.7B | $21.1M |
