Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding FIDELITY 500 INDEX INSTITUTION Mutual Fund in their Schedule of Assets, totaling $6.3M 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 | OXFORD DEVELOPMENT COMPANY OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING P | PITTSBURGH PA | 120 | $29.2M | $5.7M |
| 2 | INCEPTRA LLC INCEPTRA 401(K) PLAN | WESTON FL | 0 | $4.7M | $626K |
