Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 282 U.S. retirement plans report holding Fidelity® Small Cap Index Fund in their Schedule of Assets, totaling $373.5M 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 | PAYCHEX , INC. PAYCHEX, INC. 401(K) INCENTIVE RETIREMENT PLAN | ROCHESTER NY | 15,000 | $2.3B | $49.5M |
| 2 | BDO USA, P.C. BDO USA RETIREMENT PLAN | CHICAGO IL | 9,138 | $1.9B | $30.6M |
| 3 | ACADIA PHARMACEUTICALS INC. ACADIA PHARMACEUTICALS 401(K) PLAN AND TRUST |
SAN DIEGO CA |
| 644 |
| $142.5M |
| $19.8M |
| 4 | SUNBELT RENTALS, INC. SUNBELT RENTALS, INC. RETIREMENT SAVINGS PLAN | FORT MILL SC | 18,710 | $1.2B | $19.2M |
| 5 | TEXAS HEALTH RESOURCES TEXAS HEALTH 401(K) RETIREMENT PLAN | ARLINGTON TX | 29,435 | $3.3B | $18.7M |
| 6 | JOHNSON BROTHERS LIQUOR COMPANY JOHNSON BROTHERS 401(K) PLAN | ST. PAUL MN | 3,551 | $337.3M | $17.1M |
| 7 | GALDERMA SERVICES, INC. GALDERMA SERVICES, INC. EMPLOYEES' 401(K) AND EMPLOYER CONTRIBUTION PLAN | DALLAS TX | 1,153 | $423.8M | $11.3M |
| 8 | SURGERY PARTNERS, INC. SURGERY PARTNERS 401(K) PLAN | BRENTWOOD TN | 4,583 | $314.9M | $11.3M |
| 9 | KELLOGG, HANSEN, TODD, FIGEL & FREDERICK, P.L.L.C. KELLOGG, HANSEN, TODD, FIGEL & FREDERICK, P.L.L.C. 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 217 | $143.2M | $9.5M |
| 10 | RYAN COMPANIES US, INC. RYAN COMPANIES US, INC. RETIREMENT PLAN | MINNEAPOLIS MN | 1,520 | $324.0M | $8.7M |
