Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 222 U.S. retirement plans report holding Fidelity® Small Cap Index in their Schedule of Assets, totaling $279.3M 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 | HORMEL FOODS CORPORATION HORMEL FOODS CORPORATION TAX DEFERRED INVESTMENT PLAN A * | AUSTIN MN | 4,987 | $1.2B | $41.8M |
| 2 | SHANNON MEDICAL CENTER SHANNON MEDICAL CENTER 401(K) SAVINGS AND RETIREMENT PLAN | SAN ANGELO TX | 4,417 | $460.8M | $33.5M |
| 3 | UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC |
MIDDLETON WI |
| 3,273 |
| $767.7M |
| $30.6M |
| 4 | DELTA DENTAL OF CALIFORNIA DELTA DENTAL OF CALIFORNIA 401(K) PLAN | SAN FRANCISCO CA | 3,253 | $723.2M | $16.0M |
| 5 | EXTENSIS GROUP, LLC EXTENSIS GROUP RETIREMENT SAVINGS PLAN | WOODBRIDGE NJ | 11,488 | $682.1M | $14.4M |
| 6 | SIMPSON GUMPERTZ & HEGER INC. SGH PROFIT SHARING & 401(K) PLAN AND TRUST | WALTHAM MA | 765 | $464.1M | $11.2M |
| 7 | ALLETE, INC. ALLETE AND AFFILIATED COMPANIES RETIREMENT SAVINGS AND STOCK OWNERSHIP PLAN | DULUTH MN | 1,633 | $605.7M | $11.1M |
| 8 | HORMEL FOODS CORPORATION HORMEL FOODS CORPORATION JOINT EARNINGS PROFIT SHARING TRUST | AUSTIN MN | 4,249 | $424.3M | $10.5M |
| 9 | MARRIOTT VACATIONS WORLDWIDE CORP. MARRIOTT VACATIONS WORLDWIDE CORP. 401(K) | ORLANDO FL | 16,954 | $903.0M | $5.3M |
| 10 | EDMUNDS.COM, INC. EDMUNDS.COM, INC. 401(K) PLAN | SANTA MONICA CA | 482 | $143.7M | $4.7M |
