Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding FID Sm Cap GR IDX in their Schedule of Assets, totaling $6.5M 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 | GREYSTONE SELECT INCORPORATED GREYSTONE 401(K) SAVINGS PLAN | NEW YORK NY | 1,330 | $207.0M | $4.4M |
| 2 | H.I.G. CAPITAL MANAGEMENT, LLC H.I.G. CAPITAL MANAGEMENT, LLC 401(K) PLAN | MIAMI FL | 696 | $122.3M | $1.4M |
| 3 | BIRD TECHNOLOGIES GROUP INC. BIRD TECHNOLOGIES GROUP INC. 401(K) PLAN AND TRUST |
SOLON OH |
| 167 |
| $34.3M |
| $394K |
| 4 | KEYNETICS, INC. KEYNETICS, INC. 401(K) PLAN | BOISE ID | 138 | $24.7M | $251K |
| 5 | SINTEC MEDIA INC. SINTEC MEDIA INC. 401K PLAN | NEW YORK NY | 123 | $10.6M | $42K |
| 6 | A. J. LETIZIO SALES & MARKETING, INC. A. J. LETIZIO SALES & MARKETING, INC. 401(K) PLAN | WINDHAM NH | 128 | $16.8M | $21K |
