Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Small Cap Growth Index Fund Mutual Fund NR in their Schedule of Assets, totaling $229K 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 | UNITED BUSINESS BANK UNITED BUSINESS BANK 401(K) PLAN | WALNUT CREEK CA | 302 | $30.5M | $173K |
| 2 | TAKE2 CONSULTING, LLC TAKE2 CONSULTING, LLC 401(K) RETIREMENT PLAN | VIENNA VA | 887 | $16.4M | $56K |
