Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Small Cap Index Institutional Premium Mutual Fund in their Schedule of Assets, totaling $818K 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 | SKYDIO INC. FORUS 401(K) | REDWOOD CITY CA | 731 | $31.4M | $333K |
| 2 | MAHLUM ARCHITECTS, INC. MAHLUM ARCHITECTS, INC. RETIREMENT PLAN | SEATTLE WA | 84 | $29.3M | $312K |
| 3 | ELLEVEST, INC. FORUS 401(K) | NEW YORK NY | 88 |
| $6.5M |
| $118K |
| 4 | HARBOR HEALTH SERVICES, INC. HARBOR HEALTH SERVICES, INC. 403(B) PLAN | MATTAPAN MA | 607 | $45.2M | $51K |
| 5 | KAIZEN RESOURCES, INC. KAIZEN AUTO GROUP 401(K) PLAN | EL CENTRO CA | 530 | $2.4M | $3K |
| 6 | WOODCRAFT, LLC WOODCRAFT 401K PLAN | PARKERSBURG WV | 226 | $13.2M | $1K |
