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 Mutual Fund N/R in their Schedule of Assets, totaling $13.7M 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 | CORE NATURAL RESOURCES, INC. CONSOL ENERGY INC. INVESTMENT PLAN | CANONSBURG PA | 2,065 | $270.5M | $7.4M |
| 2 | AKIMA, LLC AKIMA, LLC 401(K) PLAN | HERNDON VA | 10,186 | $554.7M | $5.6M |
| 3 | POHANKA AUTO WEST, INC. POHANKA AUTO WEST, INC. 401(K) PLAN |
CHANTILLY VA |
| 648 |
| $43.3M |
| $318K |
| 4 | SOMATUS INC. SOMATUS INC. 401K PLAN | MCLEAN VA | 1,238 | $19.9M | $166K |
| 5 | DSFEDERAL, INC. DSFEDERAL, INC. 401(K) RETIREMENT PLAN | ROCKVILLE MD | 100 | $8.7M | $129K |
| 6 | SOUTHLAND CONCRETE CORPORATION SOUTHLAND CONCRETE CORPORATION 401(K) PLAN | MANASSAS VA | 216 | $11.8M | $61K |
