Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity 500 Index Fund shares in their Schedule of Assets, totaling $64.6M 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 | BURGER KING CORPORATION THE BURGER KING RETIREMENT PLAN | MIAMI FL | 42 | $120.7M | $23.9M |
| 2 | BOARD OF TRUSTEES INTERMOUNTAIN IRONWORKERS PENSION TRUST INTERMOUNTAIN IRONWORKERS PENSION TRUST | SALT LAKE CITY UT | 690 | $161.7M | $20.3M |
| 3 | CANADIAN IMPERIAL BANK OF COMMERCE |
NEW YORK NY |
| 286 |
| $108.6M |
| $9.9M |
| 4 | BOARD OF TRUSTEES OF I.B.E.W. LOCAL 241 PENSION PLAN I.B.E.W. LOCAL 241 PENSION PLAN | ITHACA NY | 128 | $27.3M | $5.7M |
| 5 | MCGOHAN/BRABENDER AGENCY, INC. MCGOHAN BRABENDER 401(K) PROFIT SHARING PLAN | MORAINE OH | 348 | $61.6M | $3.2M |
| 6 | ND PAPER, INC. ND PAPER PENSION PLAN FOR BARGAINED HOURLY EMPLOYEES | OAK BROOK IL | 182 | $16.3M | $1.6M |
| 7 | MEACHAM & APEL ARCHITECTS, INC. MEACHAM & APEL ARCHITECTS, INC. CASH BALANCE PENSION PLAN | COLUMBUS OH | 61 | $2.2M | $83K |
