Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Small Cap Index (i) in their Schedule of Assets, totaling $1.4M 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 | DISA GLOBAL SOLUTIONS, INC. DISA GLOBAL SOLUTIONS 401(K) PLAN | HOUSTON TX | 1,182 | $50.5M | $755K |
| 2 | HOUSTON BALLET FOUNDATION HOUSTON BALLET FOUNDATION RETIREMENT PLAN | HOUSTON TX | 478 | $23.0M | $342K |
| 3 | IMMATICS US INC. IMMATICS US INC 401(K) PROFIT SHARING PLAN AND TRUST |
STAFFORD TX |
| 261 |
| $11.8M |
| $265K |
| 4 | LUBY'S RESTAURANT CORPORATION LUBY'S RESTAURANT CORPORATION RETIREMENT SAVINGS PLAN | HOUSTON TX | 1,627 | $2.4M | $4K |
| 5 | J & K PMS, INC J & K PMS, INC 401K PLAN | FORT WORTH TX | 208 | $1.8M | $2K |
