Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding IDX SMALL in their Schedule of Assets, totaling $232K 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 | CLARITY SOFTWARE SOLUTIONS, INC. CLARITY SOFTWARE SOLUTIONS 401(K) PROFIT SHARING PLAN | MADISON CT | 251 | $24.4M | $170K |
| 2 | APPLIED CONCEPTS, INC. APPLIED CONCEPTS, INC. 401(K) RETIREMENT PLAN | RICHARDSON TX | 206 | $13.4M | $52K |
| 3 | BRISTOL BAY NATIVE ASSOCIATION |
DILLINGHAM AK |
| 124 |
| $9.0M |
| $10K |
