Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity® Small Cap Index Instl Prem in their Schedule of Assets, totaling $13.9M 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 | ORTHOPEDIC ONE, INC. ORTHOPEDIC ONE, INC. 401(K) PLAN | WESTERVILLE OH | 699 | $152.0M | $8.0M |
| 2 | ROCKFORD TOOLCRAFT, INC. ROCKFORD TOOLCRAFT, INC. RETIREMENT PLAN | ROCKFORD IL | 345 | $25.6M | $2.5M |
| 3 | TRULIANT FEDERAL CREDIT UNION TRULIANT FEDERAL CREDIT UNION 401(K) PLAN AND TRUST |
WINSTON-SALEM NC |
| 893 |
| $68.5M |
| $1.5M |
| 4 | WHITE EARTH RESERVATION TRIBAL COUNCIL WHITE EARTH COMMERCIAL 401(K) PLAN | MAHNOMEN MN | 667 | $30.2M | $626K |
| 5 | CAPITOL FEDERAL FINANCIAL, INC. CAPITOL FEDERAL 401(K) PLAN | TOPEKA KS | 569 | $31.0M | $504K |
| 6 | THE RUDOLPH/LIBBE COMPANIES, INC THE RUDOLPH/LIBBE COMPANIES INC 401(K)/PROFIT SHARING PLAN | WALBRIDGE OH | 429 | $116.3M | $199K |
| 7 | CHILDREN'S INSTITUTE, INC. CHILDREN'S INSTITUTE, INC. 403(B) PLAN | LOS ANGELES CA | 819 | $33.5M | $155K |
| 8 | WIPAIRE INC. WIPAIRE INC. PROFIT SHARING PLAN | SOUTH ST. PAUL MN | 215 | $23.1M | $129K |
| 9 | SYNERGOS COMPANIES LLC SYNERGOS COMPANIES 401(K) PLAN | SCOTTSDALE AZ | 2,753 | $36.3M | $125K |
| 10 | BOARD OF TRUSTEES OF TEAMSTERS UNION LOCAL NO.142 ANNUITY FUND TEAMSTERS UNION LOCAL NO. 142 ANNUITY FUND | GARY IN | 1,330 | $55.2M | $67K |
