Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Fidelity Small Cap Index Registered investment companies in their Schedule of Assets, totaling $12.5M 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 | FIVE9, INC. FIVE9, INC.401(K) PLAN | SAN RAMON CA | 1,501 | $179.7M | $3.2M |
| 2 | LUMERIS HEALTHCARE OUTCOMES LUMERIS 401(K) PLAN | MARYLAND HEIGHTS MO | 909 | $165.6M | $2.1M |
| 3 | WESTMINSTER UNIVERSITY WESTMINSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN |
SALT LAKE CITY UT |
| 597 |
| $86.7M |
| $1.2M |
| 4 | PENTAGON TECHNOLOGIES GROUP, INC. PENTAGON TECHNOLOGIES GROUP, INC. 401(K) PROFIT SHARING PLAN | HAYWARD CA | 675 | $31.1M | $976K |
| 5 | BIG 'I' RETIREMENT SERVICES LLC BIG 'I' MEP 401(K) PLAN | ALEXANDRIA VA | 691 | $137.7M | $805K |
| 6 | OCHIN, INC. THE OCHIN 401(K) PLAN | PORTLAND OR | 1,227 | $90.3M | $750K |
| 7 | ISPOT.TV, INC. ISPOT.TV, INC. 401(K) PLAN | BELLEVUE WA | 406 | $45.2M | $661K |
| 8 | WASHINGTON AND LEE UNIVERSITY WASHINGTON AND LEE UNIVERSITY DEFINED CONTRIBUTION PLAN | LEXINGTON VA | 1,044 | $436.9M | $502K |
| 9 | GREEN BRICK PARTNERS, INC. GREEN BRICK PARTNERS, INC. 401(K) SAVINGS PLAN | PLANO TX | 547 | $32.9M | $446K |
| 10 | UNITED INITIATORS, INC. UNITED INITIATORS, INC. 401(K) PLAN | ELYRIA OH | 150 | $22.3M | $309K |
