Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity 500 Index Fund Investor Class Mutual fund in their Schedule of Assets, totaling $49.1M 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 | EXCELITAS TECHNOLOGIES EXCELITAS TECHNOLOGIES SAVINGS PLAN | BILLERICA MA | 1,037 | $173.7M | $27.4M |
| 2 | ITN HOLDINGS, LLC ITN NETWORKS SALARY DEFERRAL PLAN | NEW YORK NY | 161 | $66.3M | $9.4M |
| 3 | SURMODICS, INC. SURMODICS, INC. 401(K) PLAN AND TRUST |
EDEN PRAIRIE MN |
| 291 |
| $63.0M |
| $7.0M |
| 4 | RETAIL INVESTORS OF TEXAS, LTD. RETAIL INVESTORS OF TEXAS, LTD. 401(K) PROFIT SHARING PLAN & TRUST | NEDERLAND TX | 1,861 | $37.0M | $3.7M |
| 5 | DRAKE COMPANIES DRAKE COMPANIES 401(K) PLAN | SCOTTSDALE AZ | 312 | $12.6M | $1.6M |
