Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 793 U.S. retirement plans report holding Fidelity® Small Cap Index in their Schedule of Assets, totaling $818.6M 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 | UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC. UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION PHYSICIANS RETIREMENT PLAN | MIDDLETON WI | 1,782 | $1.4B | $78.2M |
| 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 | BARRY-WEHMILLER COMPANIES, INC. BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 5,631 | $1.0B | $26.6M |
| 5 | MUNSON HEALTHCARE MUNSON 403(B) PLAN | TRAVERSE CITY MI | 8,230 | $485.7M | $19.1M |
| 6 | ARDENT HEALTH PARTNERS, INC. ARDENT HEALTH SERVICES RETIREMENT SAVINGS PLAN | BRENTWOOD TN | 23,054 | $1.6B | $18.9M |
| 7 | DELTA DENTAL OF CALIFORNIA DELTA DENTAL OF CALIFORNIA 401(K) PLAN | SAN FRANCISCO CA | 3,253 | $723.2M | $16.0M |
| 8 | EXTENSIS GROUP, LLC EXTENSIS GROUP RETIREMENT SAVINGS PLAN | WOODBRIDGE NJ | 11,488 | $682.1M | $14.4M |
| 9 | CENTRACARE HEALTH SYSTEM CENTRACARE HEALTH SYSTEM 403(B) PLAN | ST. CLOUD MN | 7,783 | $866.6M | $13.5M |
| 10 | PIPE FITTERS LOCAL NO 533 PENSION PLAN PIPE FITTERS LOCAL NO 533 PENSION PLAN | KANSAS CITY MO | 1,235 | $330.2M | $12.7M |
