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 in their Schedule of Assets, totaling $25.4M 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 | BHI ENERGY POWER SERVICES LLC BHI ENERGY 401(K) AND PROFIT SHARING PLAN | NORWELL MA | 5,430 | $120.4M | $17.7M |
| 2 | BOARD OF TRUSTEES OF THE WISCONSIN SHEET WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN | WAUKESHA WI | 1,119 | $61.4M | $4.4M |
| 3 | OSBORN LLC OSBORN 401(K) PLAN |
RICHMOND IN |
| 180 |
| $25.6M |
| $2.5M |
| 4 | HUMANE SOCIETY OF TAMPA BAY HUMANE SOCIETY OF TAMPA BAY 401(K) PLAN | TAMPA FL | 108 | $2.3M | $427K |
| 5 | T & T CONSTRUCTION OF CENTRAL FLA, INC. T & T CONSTRUCTION RETIREMENT PLAN | CASSELBERRY FL | 179 | $2.0M | $367K |
