Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding AUL Fidelity SM Cap Index in their Schedule of Assets, totaling $361K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BRENTWOOD ACADEMY BRENTWOOD ACADEMY DEFINED CONTRIBUTION PLAN | BRENTWOOD TN | 194 | $12.1M | $222K |
| 2 | BRENTWOOD ACADEMY BRENTWOOD ACADEMY RETIREMENT PLAN | BRENTWOOD TN | 194 | $7.6M | $138K |
