Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity 500 Index a in their Schedule of Assets, totaling $2.1M 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 | KAI USA LTD KAI USA, LTD. 401(K) PLAN | TUALATIN OR | 277 | $24.0M | $1.5M |
| 2 | CHARLOTTE BEHAVIORAL HEALTH CARE, INC. CHARLOTTE BEHAVIORAL HEALTH CARE, INC. RETIREMENT PLAN | PUNTA GORDA FL | 269 | $12.2M | $234K |
| 3 | SF COMPANIES HOLDINGS, LLC SPORTS FACILITIES MANAGEMENT, LLC 401(K) RETIREMENT PLAN |
CLEARWATER FL |
| 270 |
| $1.4M |
| $221K |
| 4 | IOS EMPLOYMENT, LLC IOS EMPLOYMENT, LLC 401(K) PLAN | CLEARWATER FL | 224 | $4.2M | $152K |
