Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Small Cap Index Institutional Premium in their Schedule of Assets, totaling $1.5M 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 | TRANSPORTATION RESEARCH CENTER INC. TRANSPORTATION RESEARCH CENTER INC. EMPLOYEES' RETIREMENT SAVINGS PLAN AND TRUST | EAST LIBERTY OH | 371 | $37.8M | $1.5M |
| 2 | JONES WALKER LLP JONES WALKER LLP PROFIT SHARING RETIREMENT PLAN | NEW ORLEANS LA | 646 | $474.3M | $31K |
| 3 | HOSPICE CARE OF SOUTH CAROLINA DBA AGAPE CARE GROUP |
SPARTANBURG SC |
| 2,628 |
| $21.3M |
| $23K |
| 4 | HOMESTYLE DIRECT LLC FORUS 401(K) | TWIN FALLS ID | 125 | $771K | $2K |
