Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 154 U.S. retirement plans report holding Fidelity® Small Cap Index Mutual funds in their Schedule of Assets, totaling $119.8M 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 | CRA INTERNATIONAL, INC. CRA INTERNATIONAL 401(K) PLAN | BOSTON MA | 850 | $334.4M | $17.8M |
| 2 | WAYNE FARMS LLC WAYNE-SANDERSON FARMS 401(K) RETIREMENT PLAN | OAKWOOD GA | 24,562 | $595.7M | $10.7M |
| 3 | BROADSTREET PARTNERS, INC. BROADSTREET 401(K) PLAN |
COLUMBUS OH |
| 5,101 |
| $513.6M |
| $6.5M |
| 4 | THE INDIUM CORPORATION OF AMERICA INDIUM CORPORATION OF AMERICA EMPLOYEES' PROFIT SHARING AND 401(K) PLAN | CLINTON NY | 1,017 | $103.1M | $5.1M |
| 5 | CMG MORTGAGE, INC. DBA CMG FINANCIAL CMG FINANCIAL 401(K) PLAN | SAN RAMON CA | 3,748 | $163.5M | $4.2M |
| 6 | LTIMINDTREE LTD LTIMINDTREE LTD 401(K) PLAN | EDISON NJ | 6,335 | $207.1M | $4.0M |
| 7 | MARINEMAX, INC. MARINEMAX, INC. 401(K) PROFIT SHARING PLAN | OLDSMAR FL | 2,810 | $233.4M | $3.8M |
| 8 | FAMILY PRACTICE CENTER, PC FAMILY PRACTICE CENTER, PC 401K PLAN | SELINSGROVE PA | 985 | $107.8M | $3.7M |
| 9 | GUESS?, INC. GUESS?, INC. 401(K) PLAN AND TRUST | LOS ANGELES CA | 3,097 | $116.3M | $3.7M |
| 10 | DOCUMENT STORAGE SYSTEMS, INC. DOCUMENT STORAGE SYSTEMS, INC. 401(K) PLAN | NORTH PALM BEACH FL | 705 | $88.0M | $3.0M |