Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity 500 Index Fund Registered Investment Co. in their Schedule of Assets, totaling $7.3M 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 | VALLEY QUEEN CHEESE FACTORY, INC. VALLEY QUEEN CHEESE FACTORY, INC. 401(K) PROFIT SHARING PLAN | MILBANK SD | 428 | $43.5M | $4.3M |
| 2 | OTTERSTEDT INSURANCE AGENCY, INC. OTTERSTEDT AGENCY 401(K) PLAN | ENGLEWOOD CLIFFS NJ | 115 | $12.7M | $1.8M |
| 3 | INTERMEX WIRE TRANSFER, LLC |
MIAMI FL |
| 299 |
| $10.1M |
| $1.2M |
