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 Mutual fund NR in their Schedule of Assets, totaling $17.2M 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 | SERCO INC. SERCO INC. 401(K) RETIREMENT PLAN | HERNDON VA | 7,147 | $744.1M | $12.7M |
| 2 | ABACUS TECHNOLOGY CORPORATION ABACUS TECHNOLOGY CORPORATION 401(K) PLAN AND TRUST | CHEVY CHASE MD | 738 | $108.8M | $1.3M |
| 3 | VIMEO.COM, INC. VIMEO 401(K) RETIREMENT SAVINGS PLAN |
NEW YORK NY |
| 603 |
| $102.7M |
| $968K |
| 4 | SEV1TECH, LLC SEV1TECH, LLC 401(K) PLAN | WOODBRIDGE VA | 962 | $115.2M | $625K |
| 5 | NORTH PARK LINCOLN MERCURY, INC. NORTH PARK LINCOLN MERCURY, INC. 401(K) PLAN | SAN ANTONIO TX | 268 | $20.8M | $521K |
| 6 | KAHLIG MOTOR COMPANY, INC. NORTH PARK LEXUS OF SAN ANTONIO KAHLIG MOTOR COMPANY, INC. NORTH PARK LEXUS OF SAN ANTONIO 401(K) PLAN | SAN ANTONIO TX | 342 | $29.1M | $472K |
| 7 | WELBEHEALTH LLC WELBEHEALTH 401(K) PLAN | COVINA CA | 1,854 | $39.5M | $326K |
| 8 | FADDIS CONCRETE PRODUCTS INC. FADDIS CONCRETE PRODUCTS 401(K) PLAN | HONEY BROOK PA | 141 | $3.2M | $86K |
| 9 | BLUEBONNET CHRYSLER DODGE, LTD BLUEBONNET CHRYSLER DODGE, LTD 401(K) PLAN | NEW BRAUNFELS TX | 99 | $8.4M | $86K |
| 10 | THE POTOMAC SCHOOL THE POTOMAC SCHOOL TAX-DEFERRED SAVINGS AND RETIREMENT PLAN | MCLEAN VA | 248 | $120.3M | $80K |
