Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Fidelity Fidelity® Small Cap Index Instl Prem # in their Schedule of Assets, totaling $9.7M 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 | PROCOPIO, CORY, HARGREAVES & SAVITCH LLP PROCOPIO CORY HARGREAVES & SAVITCH LLP 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 371 | $182.6M | $3.9M |
| 2 | HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER UT | — | $649.1M | $2.2M |
| 3 | PHOENIX HOUSE FOUNDATION INC. |
LONG ISLAND NY |
| 335 |
| $21.8M |
| $979K |
| 4 | UT MEDICAL GROUP, INC. DBA UNIVERSITY CLINICAL HEALTH UNIVERSITY CLINICAL HEALTH EMPLOYER CONTRIBUTION PLAN | MEMPHIS TN | 449 | $34.5M | $633K |
| 5 | THE POLICE CREDIT UNION OF CALIFORNIA THE POLICE CREDIT UNION 401(K) PLAN & TRUST | SAN BRUNO CA | 137 | $34.5M | $390K |
| 6 | UT MEDICAL GROUP, INC. DBA UNIVERSITY CLINICAL HEALTH UNIVERSITY CLINICAL HEALTH 403(B) PLAN | MEMPHIS TN | 489 | $14.8M | $363K |
| 7 | PROCOPIO, CORY, HARGREAVES & SAVITCH LLP PROCOPIO CORY HARGREAVES & SAVITCH LLP NONPARTNER ATTORNEY 401(K) PLAN | SAN DIEGO CA | 179 | $21.2M | $324K |
| 8 | CALIFORNIA MEDICAL BUSINESS SERVICES, LLC CMBS PROFIT SHARING 401(K) PLAN | ARCADIA CA | 287 | $47.1M | $241K |
| 9 | KINETIC CREDIT UNION KINETIC CREDIT UNION 401(K) PLAN AND TRUST | COLUMBUS GA | 127 | $21.2M | $170K |
| 10 | MARKLEY LOWELL, LLC MARKLEY LOWELL LLC 401(K) PROFIT SHARING PLAN & TRUST | BOSTON MA | 164 | $17.5M | $165K |
