Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Advisor Series Fidelity Small Cap Index in their Schedule of Assets, totaling $833K 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 | CHANGE ACADEMY AT LAKE OF THE OZARKS, LLC EMBARK BEHAVIORAL HEALTH 401(K) PLAN | CHANDLER AZ | 1,356 | $16.3M | $696K |
| 2 | DLORAH, INC. DLORAH, INC. 401(K) PLAN | RAPID CITY SD | 164 | $7.7M | $137K |
