Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Smcap Indx in their Schedule of Assets, totaling $630K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LOCKHART AUTOMOTIVE GROUP, INC. LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN | FISHERS IN | 177 | $6.7M | $593K |
| 2 | LULA-WESTFIELD, L.L.C. LULA-WESTFIELD, L.L.C. SAVINGS PLAN | PAINCOURTVILLE LA | 127 | $15.4M | $31K |
| 3 | KDW AUTOMOTIVE INC. KDW AUTOMOTIVE 401(K) PLAN |
GLENDALE CA |
| 193 |
| $2.7M |
| $6K |
