Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity 500 Index-Inst Prem Mutual Fund in their Schedule of Assets, totaling $3.5M 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 | CHALK MOUNTAIN SERVICES OF TEXAS, LLC CHALK MOUNTAIN SERVICES OF TEXAS, LLC 401(K) PLAN | FORT WORTH TX | 724 | $15.0M | $1.4M |
| 2 | OKLAHOMA CITY GOLF & COUNTRY CLUB OKLAHOMA CITY GOLF & COUNTRY CLUB SAVINGS PLAN | OKLAHOMA CITY OK | 162 | $6.5M | $1.2M |
| 3 | ADVANTAGE CONTROLS LLC |
MUSKOGEE OK |
| 102 |
| $7.5M |
| $599K |
| 4 | COHERE LIFE, INC. COHERE LIFE, INC. 401(K) PLAN | GLENDALE AZ | 119 | $3.1M | $313K |
