Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding FID SM CAP VAL IDX in their Schedule of Assets, totaling $703K 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 | H.I.G. CAPITAL MANAGEMENT, LLC H.I.G. CAPITAL MANAGEMENT, LLC 401(K) PLAN | MIAMI FL | 696 | $122.3M | $644K |
| 2 | A. J. LETIZIO SALES & MARKETING, INC. A. J. LETIZIO SALES & MARKETING, INC. 401(K) PLAN | WINDHAM NH | 128 | $16.8M | $42K |
| 3 | KINETIC PHYSICAL THERAPY AND WELLNESS, INC |
GREENVILLE NC |
| 284 |
| $6.2M |
| $17K |
