Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Investor Class * Fidelity Investments Fidelity Small Cap Index Fund N/R in their Schedule of Assets, totaling $9.2M 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 | SONIC HEALTHCARE USA, INC. SONIC HEALTHCARE USA SAVINGS PLAN | AUSTIN TX | 9,544 | $587.8M | $8.4M |
| 2 | O9 SOLUTIONS, INC. O9 SOLUTIONS 401(K) PLAN | DALLAS TX | 466 | $32.5M | $658K |
| 3 | NORWEX USA INC. NORWEX USA INC. 401(K) PLAN |
| 159 |
| $11.0M |
| $143K |
