Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding s Fidelity Small Cap Index - in their Schedule of Assets, totaling $164K 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 | THE FORTUNE SOCIETY THE FORTUNE SOCIETY TAX SHELTERED ANNUITY | LONG ISLAND CITY NY | 420 | $11.3M | $158K |
| 2 | HOSPITAL EPISCOPAL SAN LUCAS PONCE PLAN DE RETIRO SAN LUCAS | PONCE PR | 1,017 | $1.5M | $7K |
