Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 48 U.S. retirement plans report holding Fidelity® Small Cap Index Mutual Fund in their Schedule of Assets, totaling $36.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CREDIT KARMA, LLC CREDIT KARMA, LLC RETIREMENT TRUST | OAKLAND CA | 1,506 | $272.5M | $13.2M |
| 2 | MORROW MEADOWS CORPORATION MORROW MEADOWS CORPORATION 401(K) PLAN | CITY OF INDUSTRY CA | 352 | $84.5M | $3.8M |
| 3 | ROBERT E. MASON & ASSOCIATES, INC. ROBERT E. MASON & ASSOCIATES, INC. PROFIT SHARING PLAN |
CHARLOTTE NC |
| 351 |
| $68.3M |
| $3.5M |
| 4 | EP ENERGY GLOBAL, LLC EP ENERGY 401(K) RETIREMENT PLAN | HOUSTON TX | 92 | $79.4M | $3.1M |
| 5 | PDG, P.A. PARK DENTAL/THE DENTAL SPECIALISTS 401(K) PLAN | ROSEVILLE MN | 1,238 | $137.6M | $3.0M |
| 6 | THE ALLEN INSTITUTE FOR ARTIFICIAL INTELLIGENCE AI2 401(K) PLAN | SEATTLE WA | 190 | $24.7M | $1.2M |
| 7 | COUNCIL ON AGING OF SOUTHWESTERN OHIO, INC. COUNCIL ON AGING OF SOUTHWESTERN OHIO, INC. RETIREMENT PLAN | BLUE ASH OH | 285 | $18.8M | $904K |
| 8 | APMI, INC. DBA HR STRATEGIES HR STRATEGIES 401(K) PLAN | SUWANEE GA | 1,110 | $33.8M | $884K |
| 9 | JOERIS GENERAL CONTRACTORS, LTD. JOERIS GENERAL CONTRACTORS, LTD. 401(K) RETIREMENT PLAN | SAN ANTONIO TX | 657 | $46.8M | $672K |
| 10 | ZARYA INTERMEDIATE, LLC. IOFFICE + SPACEIQ 401(K) SAVINGS PLAN | ATLANTA GA | 298 | $17.1M | $666K |
