Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity 500 Index Fund Pooled separate accounts - in their Schedule of Assets, totaling $24.2M 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 | ALFA WASSERMANN PROFESSIONAL SERVICES, LLC ALFA WASSERMANN PROFESSIONAL SERVICES, LLC EMPLOYEES 401(K) SAVINGS PLAN | WEST CALDWELL NJ | 78 | $29.5M | $6.2M |
| 2 | HARBORSTONE CREDIT UNION HARBORSTONE CREDIT UNION EMPLOYEE RETIREMENT SAVINGS PLAN | TACOMA WA | 301 | $54.2M | $4.7M |
| 3 | AMWEST FUNDING CORP. |
BREA CA |
| 128 |
| $13.9M |
| $2.5M |
| 4 | IMAGEN DENTAL PARTNERS ASSOCIATION I IMAGEN DENTAL PARTNERS MEP 401(K) PLAN | SCOTTSDALE AZ | 1,407 | $34.1M | $2.3M |
| 5 | NEIGHBORHOOD HEALTH CARE, INC. NEIGHBORHOOD FAMILY PRACTICE 403(B) PLAN | CLEVELAND OH | 230 | $10.7M | $1.8M |
| 6 | MCDONNELL AND MCMAHON PEDIATRIC DENTISTRY, PLLC SMILE LODGE RETIREMENT PLAN | CLIFTON PARK NY | 125 | $6.6M | $1.7M |
| 7 | RECYCLING MANAGEMENT RESOURCES, LLC RECYCLING MANAGEMENT RESOURCES, LLC 401(K) PLAN | PARSIPPANY NJ | 276 | $13.9M | $1.5M |
| 8 | BRAD HALL & ASSOCIATES, INC. BRAD HALL COMPANIES 401(K) PLAN | IDAHO FALLS ID | 1,004 | $17.1M | $901K |
| 9 | CONVO COMMUNICATIONS LLC CONVO COMMUNICATIONS LLC 401(K) PROFIT SHARING PLAN AND TRUST | AUSTIN TX | 357 | $5.9M | $794K |
| 10 | S & H FARM SUPPLY, INC. S & H FARM SUPPLY EMPLOYEE SAVINGS & RETIREMENT PL | SHAWNEE MISSION KS | 201 | $6.1M | $633K |
