Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Fidelity® Small Cap Index Instl Prem Mutual fund in their Schedule of Assets, totaling $6.7M 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 | ST. MARY'S UNIVERSITY ST. MARY'S UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SAN ANTONIO TX | 707 | $192.2M | $2.5M |
| 2 | CLACK CORPORATION CLACK CORPORATION PROFIT SHARING 401(K) PLAN | WINDSOR WI | 417 | $85.3M | $779K |
| 3 | ALJSCO MANAGEMENT LLC. ALJSCO MANAGEMENT LLC. 401K PROFIT SHARING PLAN |
LOUISVILLE KY |
| 513 |
| $15.4M |
| $588K |
| 4 | QUALITY VISION INTERNATIONAL INC. QVI PROFIT SHARING RETIREMENT PLAN | ROCHESTER NY | 272 | $19.5M | $543K |
| 5 | BILLFLOAT, INC. FORUS 401(K) | SAN FRANCISCO CA | 115 | $9.0M | $338K |
| 6 | GROUP PLAN SYSTEMS, LLC GPS NAVIGATOR POOLED EMPLOYER PLAN | COLUMBUS OH | 1,168 | $45.1M | $336K |
| 7 | NEXERA HOLDING LLC FORUS 401(K) | EMERYVILLE CA | 207 | $6.1M | $269K |
| 8 | E.B. BRADLEY COMPANY E.B. BRADLEY COMPANY PROFIT SHARING 401(K) PLAN | VERNON CA | 282 | $26.5M | $259K |
| 9 | DAS TALENT, LLC FORUS 401(K) | TAMPA FL | 193 | $12.9M | $258K |
| 10 | SPREETAIL, LLC SPREETAIL 401(K) PLAN | LINCOLN NE | 623 | $8.6M | $150K |
