Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Small Cap Index Mutual fund (1) in their Schedule of Assets, totaling $1.7M 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 | MOODY DUNBAR, INC. MOODY DUNBAR, INC. PROFIT SHARING PLAN | JOHNSON CITY TN | 87 | $13.6M | $529K |
| 2 | DIETZ & WATSON, INC. DIETZ & WATSON, INC. DEFERRED SALARY SAVINGS PLAN | PHILADELPHIA PA | 610 | $43.2M | $451K |
| 3 | EYECARE MEDICAL GROUP EYECARE MEDICAL GROUP EMPLOYEE STOCK OWNERSHIP 401(K) PLAN |
PORTLAND ME |
| 138 |
| $18.8M |
| $289K |
| 4 | STAVOLA MANAGEMENT CO., INC. STAVOLA MANAGEMENT CO., INC. 401(K) PLAN | TINTON FALLS NJ | 269 | $32.9M | $195K |
| 5 | MONTGOMERY BELL ACADEMY MONTGOMERY BELL ACADEMY 403(B) TAX SHELTERED INVESTMENT PROGRAM | NASHVILLE TN | 164 | $41.9M | $151K |
| 6 | DIETZ & WATSON, INC. DIETZ & WATSON, INC. LOCAL 152 401(K) SAVINGS PLAN | PHILADELPHIA PA | 452 | $12.1M | $32K |
| 7 | DIETZ & WATSON, INC. DW LOGISTICS LOCAL 152 401(K) PLAN | PHILADELPHIA PA | 117 | $1.6M | $2K |
