Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 81 U.S. retirement plans report holding Small-Cap Index Fund Pooled Separate Account in their Schedule of Assets, totaling $9.4M 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 | CERBERUS CAPITAL MANAGEMENT, L.P. CERBERUS CAPITAL MANAGEMENT, L.P. PROFIT SHARING 401(K) PLAN | NEW YORK NY | 597 | $345.3M | $1.5M |
| 2 | ROCKBRIDGE CAPITAL, LLC ROCKBRIDGE CAPITAL LLC 401K PLAN | COLUMBUS OH | 114 | $35.9M | $644K |
| 3 | METHODIST HEALTH, INC. METHODIST HOSPITAL, INC. 403(B) PLAN |
HENDERSON KY |
| 0 |
| $22.7M |
| $614K |
| 4 | AIR MECHANICAL & SERVICE CORP. AMSCO (AIR MECHANICAL & SERVICE CORP.) 401(K) PLAN | TAMPA FL | 280 | $12.9M | $369K |
| 5 | LIFEMED ALASKA, LLC LIFEMED ALASKA, LLC 401(K) PROFIT SHARING PLAN AND TRUST | ANCHORAGE AK | 152 | $20.7M | $366K |
| 6 | SAGINAW PIPE COMPANY, INC. SAGINAW PIPE CO., INC. 401(K) PLAN | SAGINAW AL | 107 | $20.6M | $309K |
| 7 | FRANK DONIO, INC. FRANK DONIO, INC. PROFIT SHARING PLAN | SANATOGA PA | 178 | $15.0M | $303K |
| 8 | G S LONG CO INC G S LONG CO INC 401K PROFIT SHARING PLAN | UNION GAP WA | 176 | $33.7M | $257K |
| 9 | HALKER CONSULTING LLC HALKER CONSULTING LLC 401(K) P/S PLAN | CENTENNIAL CO | 125 | $8.5M | $209K |
| 10 | ORTHOPAEDIC CENTER OF SOUTH FLORIDA, P.A. ORTHOPAEDIC CENTER OF SOUTH FLORIDA, P.A. 401(K) PLAN | PLANTATION FL | 107 | $27.7M | $207K |
