Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity 500 Index – Institutional Mutual Fund - in their Schedule of Assets, totaling $109.3M 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 | FORBES MEDIA LLC EMPLOYEE SAVINGS INCENTIVE THRIFT PLAN OF FORBES MEDIA LLC | JERSEY CITY NJ | 545 | $157.0M | $38.6M |
| 2 | DIAMOND OFFSHORE MANAGEMENT COMPANY DIAMOND OFFSHORE 401(K) PLAN | HOUSTON TX | 948 | $377.4M | $34.7M |
| 3 | TRANSWESTERN COMMERCIAL SERVICES LLC |
CHICAGO IL |
| 1,760 |
| $256.4M |
| $27.1M |
| 4 | INTERWEST INSURANCE SERVICES, LLC INTERWEST INSURANCE SERVICES, LLC 401(K) PROFIT SHARING PLAN | CHICO CA | 386 | $71.3M | $6.5M |
| 5 | PLANNED PARENTHOOD OF WISCONSIN PLANNED PARENTHOOD OF WISCONSIN RETIREMENT PLAN | MILWAUKEE WI | 257 | $23.0M | $1.9M |
| 6 | EASTERN MAINE HEALTHCARE SYSTEMS D/B/A NORTHERN LIGHT HEALTH NORTHERN LIGHT HEALTH RETIREMENT PARTNERSHIP PLAN | BREWER ME | 4,302 | $298.9M | $577K |
