Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding The Standard Fidelity Small Cap Index in their Schedule of Assets, totaling $1.1M 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 | DOHERTY STAFFING SOLUTIONS, INC. DOHERTY STAFFING SOLUTIONS, INC. 401(K) PLAN | EDINA MN | 84 | $6.7M | $881K |
| 2 | RENO ORTHOPAEDIC CLINIC, LTD. RENO ORTHOPAEDIC CLINIC, LTD. PROFIT SHARING PLAN AND TRUST | RENO NV | 354 | $45.0M | $97K |
| 3 | HORIZON NUT, LLC |
TULARE CA |
| 193 |
| $4.7M |
| $76K |