Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Small-Cap Index Shares of registered investment companies in their Schedule of Assets, totaling $3.4M 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 | TRACELINK, INC. TRACELINK 401(K) PLAN | WILMINGTON MA | 349 | $59.6M | $2.8M |
| 2 | CALVETTI FERGUSON, LLC CALVETTI FERGUSON 401(K) PROFIT SHARING PLAN | HOUSTON TX | 151 | $13.2M | $485K |
| 3 | MORRISON CHILD AND FAMILY SERVICES RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES |
PORTLAND OR |
| 481 |
| $7.4M |
| $79K |
