Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity 500 Index Institutional Premium Mutual Fund in their Schedule of Assets, totaling $13.3M 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 | MAHLUM ARCHITECTS, INC. MAHLUM ARCHITECTS, INC. RETIREMENT PLAN | SEATTLE WA | 84 | $29.3M | $5.6M |
| 2 | COMMUNITY HEALTH CENTERS OF PINELLAS, INC DBA EVARA HEALTH EVARA HEALTH RETIREMENT PLAN | CLEARWATER FL | 638 | $22.3M | $3.3M |
| 3 | DOTHOUSE HEALTH DOTHOUSE HEALTH 403(B) RETIREMENT PLAN |
DORCHESTER MA |
| 298 |
| $17.0M |
| $2.0M |
| 4 | HARBOR HEALTH SERVICES, INC. HARBOR HEALTH SERVICES, INC. 403(B) PLAN | MATTAPAN MA | 607 | $45.2M | $1.9M |
| 5 | R. W. WARNER, INC. R. W. WARNER, INC. PROFIT SHARING AND 401(K) PLAN | FREDERICK MD | 239 | $10.1M | $592K |
