Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding N/A Fidelity Small Cap Index in their Schedule of Assets, totaling $1.0M 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 | THESIS, LLC THESIS, LLC 401(K) PROFIT SHARING PLAN | PORTLAND OR | 204 | $12.7M | $526K |
| 2 | MOSAIC DENTAL COLLECTIVE, LLC MOSAIC DENTAL COLLECTIVE 401(K) PLAN | VANCOUVER WA | 537 | $31.2M | $491K |
