Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Small Cap Index Fund Variable annuity contracts in their Schedule of Assets, totaling $95K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AGESPAN, INC. AGESPAN, INC. TAX SHELTERED ANNUITY | LAWRENCE MA | 543 | $33.5M | $63K |
| 2 | WAY FINDERS, INC. 403(B) THRIFT PLAN OF WAY FINDERS, INC. | SPRINGFIELD MA | 347 | $12.1M | $32K |
