Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Empower Annuity Insurance Company of America Fidelity Small Cap Index in their Schedule of Assets, totaling $1.3M 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 | PLAN COMPLIANCE SERVICES, INC. RISK STRATEGIES POOLED EMPLOYER PLAN FOR PRIVATE EQUITY PORTFOLIO CO'S | CLEARWATER FL | 1,167 | $72.1M | $767K |
| 2 | PLAN COMPLIANCE SERVICES, INC. QBOX POOLED EMPLOYER PLAN | CLEARWATER FL | 313 | $11.0M | $366K |
| 3 | DOOLEY'S PETROLEUM, INC. |
WILLMAR MN |
| 192 |
| $11.8M |
| $58K |
| 4 | COMMUNITY HERITAGE FINANCIAL COMMUNITY HERITAGE FINANCIAL 401 (K) PLAN | MIDDLETOWN MD | 173 | $10.3M | $33K |
| 5 | PENSACOLA HEALTH PARTNERS PENSACOLA HEALTH PARTNERS 401K PLAN | RICHMOND KY | 812 | $2.2M | $24K |
| 6 | PLAN COMPLIANCE SERVICES, INC. RISK STRATEGIES PREVAILING WAGE RETIREMENT PROGRAM | CLEARWATER FL | 5,922 | $22.9M | $3K |
