Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Fidelity Small Cap Index Premium in their Schedule of Assets, totaling $2.1M 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 | CRESCENT REAL ESTATE LLC CRESCENT REAL ESTATE LLC 401(K) PLAN | FORT WORTH TX | 100 | $39.7M | $1.9M |
| 2 | UNITED DATA TECHNOLOGIES, INC. UNITED DATA TECHNOLOGIES, 401(K) RETIREMENT PLAN | MIRAMAR FL | 470 | $24.4M | $230K |
