Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 194 U.S. retirement plans report holding Fidelity Small-Cap Index Registered Investment Company in their Schedule of Assets, totaling $779.2M 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 CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE TX | 32,145 | $8.9B | $447.1M |
| 2 | BVH, INC. BLACK & VEATCH MASTER TRUST | OVERLAND PARK KS | — | $1.8B | $58.7M |
| 3 | BLACK & VEATCH HOLDING COMPANY BLACK & VEATCH MASTER TRUST |
KANSAS CITY MO |
| — |
| $1.6B |
| $56.4M |
| 4 | COTIVITI INTERMEDIATE HOLDING CORP. COTIVITI SAVINGS PLAN | SOUTH JORDAN UT | 4,946 | $448.3M | $17.3M |
| 5 | JOHNS MANVILLE CORPORATION JOHNS MANVILLE EMPLOYEES 401(K) PLAN | DENVER CO | 5,957 | $1.1B | $12.0M |
| 6 | SHANDS JACKSONVILLE MEDICAL CENTER, INC. SHANDS JACKSONVILLE RETIREMENT PLAN | JACKSONVILE FL | 5,534 | $443.3M | $11.8M |
| 7 | BRADLEY ARANT BOULT CUMMINGS LLP BRADLEY ARANT BOULT CUMMINGS LLP RETIREMENT PLAN | BIRMINGHAM AL | 1,172 | $694.3M | $11.8M |
| 8 | MASONITE CORPORATION MASONITE SAVINGS PLAN | TAMPA FL | 4,516 | $324.4M | $10.5M |
| 9 | THE GUTHRIE CLINIC GUTHRIE 403(B) RETIREMENT SAVINGS PLAN | SAYRE PA | 11,376 | $629.8M | $8.7M |
| 10 | THE OREGON CLINIC, P.C. THE OREGON CLINIC, P.C. RETIREMENT PLAN | PORTLAND OR | 1,334 | $360.0M | $7.4M |
