Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Fidelity Small-Cap Index Pooled Separate Account in their Schedule of Assets, totaling $6.4M 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 | VALLEY VIEW HOSPITAL VALLEY VIEW HOSPITAL 403(B) PLAN | GLENWOOD SPRINGS CO | 1,529 | $74.7M | $1.5M |
| 2 | INTEGRATED FINANCIAL SETTLEMENTS INTEGRATED FINANCIAL SETTLEMENTS, INC. 401(K) PLAN | GREENWOOD VILLAGE CO | 190 | $46.7M | $1.3M |
| 3 | HUNTER COMMUNICATIONS INC. HUNTER COMMUNICATIONS 401(K) PLAN |
CENTRAL POINT OR |
| 201 |
| $7.3M |
| $543K |
| 4 | SCION GROUP MANAGEMENT, INC. SCION GROUP 401(K) PLAN | CHICAGO IL | 1,417 | $19.9M | $435K |
| 5 | DYTECH AUTO GROUP, INC. DYKSTRAS AUTO 401(K) PLAN | GRAND RAPIDS MI | 763 | $10.4M | $434K |
| 6 | SUMMIT RESTAURANT GROUP, LLC SUMMIT RESTAURANT GROUP RETIREMENT PLAN | BLUE SPRINGS MO | 874 | $7.6M | $383K |
| 7 | TERRIBLE HERBST, INC. THI RETIREMENT SAVINGS PLAN | LAS VEGAS NV | 1,415 | $8.0M | $294K |
| 8 | VERNET US CORPORATION VERNET US CORPORATION 401(K) RETIREMENT SAVINGS PLAN | COLUMBUS IN | 166 | $6.4M | $276K |
| 9 | ASCENDUM MACHINERY, INC. ASCENDUM MACHINERY, INC. 401(K) PLAN | HUNTERSVILLE NC | 305 | $26.8M | $273K |
| 10 | ABILITYPATH ABILITYPATH 401(K) PLAN | REDWOOD CITY CA | 224 | $12.1M | $266K |
