Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Fidelity Small Cap Index Institutional Premium in their Schedule of Assets, totaling $681K 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 | THE EMPLOYER GROUP, INC. THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN | VERONA WI | 693 | $30.9M | $649K |
| 2 | SAMFORD UNIVERSITY SAMFORD UNIVERSITY 403(B) SALARY DEFERRAL AND DEFINED CONTRIBUTION PLAN | BIRMINGHAM AL | 1,596 | $127.0M | $30K |
| 3 | CARROLL HOSPITAL CENTER, INC. |
OWINGS MILLS MD |
| 2,254 |
| $155.1M |
| $2K |
