Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Transamerica Fidelity Small Cap Index 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 | PLAN PROFESSIONALS, LLC EZCHOICE 401(K) POOLED EMPLOYER PLAN | SHREWSBURY NJ | 898 | $39.9M | $827K |
| 2 | TEALL CAPITAL PARTNERS LLC TEALL CAPITAL PARTNERS LLC 401(K) PROFIT SHARING PLAN | WINSTON-SALEM NC | 296 | $13.1M | $269K |
| 3 | PLAN PROFESSIONALS, LLC PREMIER 401(K) POOLED EMPLOYER PLAN |
SHREWSBURY NJ |
| 5,269 |
| $16.6M |
| $154K |
| 4 | BUDDHA JONES, LLC BUDDHA JONES, LLC 401(K) PLAN | LOS ANGELES CA | 99 | $6.5M | $138K |
| 5 | CHR EMPLOYEES, LLC CHR EMPLOYEES 401K PLAN | OAK BROOK IL | 47 | $3.1M | $64K |
