Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity 500 Index Instl in their Schedule of Assets, totaling $49.1M 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 | J.E. DUNN CONSTRUCTION COMPANY DUNN 401(K) RETIREMENT PLAN | KANSAS CITY MO | 3,352 | $463.3M | $48.5M |
| 2 | WARREN AVERETT COMPANIES, LLC WARREN AVERETT COMPANIES, LLC PROFIT SHARING PLAN | BIRMINGHAM AL | 703 | $195.9M | $602K |
| 3 | BILL HOWE PLUMBING, INC. BILL HOWE PLUMBING, INC. 401(K) PROFIT SHARING PLAN & TRUST |
SAN DIEGO CA |
| 182 |
| $8.6M |
| $38K |
