Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 716 U.S. retirement plans report holding Fidelity® Small Cap Index Mutual Fund in their Schedule of Assets, totaling $576.7M 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 | THE MEDICAL COLLEGE OF WISCONSIN, INC. THE MEDICAL COLLEGE OF WISCONSIN, INC. RETIREMENT PLAN | MILWAUKEE WI | 6,844 | $2.6B | $41.5M |
| 2 | HNTB HOLDINGS LTD. HNTB RETIREMENT AND SAVINGS PLAN | KANSAS CITY MO | 6,881 | $623.0M | $28.3M |
| 3 | COADVANTAGE CORPORATION COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN |
BRADENTON FL |
| 76,258 |
| $1.2B |
| $23.8M |
| 4 | THE UNIVERSITY OF VERMONT HEALTH NETWORK 403B) RETIREMENT SAVINGS PLAN THE UNIVERSITY OF VERMONT MEDICAL CENTER 403(B) PLAN | BURLINGTON VT | 13,241 | $2.2B | $13.8M |
| 5 | EPIC GAMES INC EPIC GAMES, INC. 401(K) PLAN AND TRUST | CARY NC | 2,890 | $711.3M | $13.3M |
| 6 | THOMPSON COBURN LLP THOMPSON COBURN LLP 401(K) PROFIT SHARING PLAN | ST. LOUIS MO | 787 | $484.3M | $11.8M |
| 7 | UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION UMMS VOLUNTARY 403(B) PLAN | BALTIMORE MD | 8,350 | $793.4M | $10.1M |
| 8 | UNIVERSITY HEALTH SYSTEM, INC. UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN | KNOXVILLE TN | 5,832 | $445.6M | $9.2M |
| 9 | DENTSU INTERNATIONAL AMERICAS, LLC BENEFITSPLUS 401(K) PROFIT SHARING PLAN | NEW YORK NY | 7,322 | $1.2B | $9.2M |
| 10 | RYAN, LLC RYAN, LLC EMPLOYEES 401(K) PROFIT SHARING PLAN & TRUST | DALLAS TX | 2,842 | $387.2M | $8.9M |
