Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity 500 Index Mutual funds (1) in their Schedule of Assets, totaling $30.9M 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 | ALTRES GLOBAL BUSINESS SERVICES, INC. ALTRES 401(K) RETIREMENT PLAN | HONOLULU HI | 5,071 | $163.1M | $9.6M |
| 2 | C2 ESSENTIALS, INC. C2 ESSENTIALS, INC. 401(K) PROFIT-SHARING PLAN | CHANTILLY VA | 1,034 | $81.9M | $8.3M |
| 3 | HIGHWAY TO HEALTH, INC. GEOBLUE 401(K) RETIREMENT PLAN |
KING OF PRUSSIA PA |
| 544 |
| $51.9M |
| $4.2M |
| 4 | SERVICE FIRST INSURANCE GROUP, LLC INSURE HOMES PARENT, LLC 401(K) PLAN | JACKSONVILLE FL | 271 | $30.2M | $3.9M |
| 5 | LEGACY HUMAN RESOURCES LEGACY HUMAN RESOURCES 401(K) PROFIT SHARING PLAN | ENGLEWOOD CO | 440 | $60.3M | $2.9M |
| 6 | ORTHOPEDIC SURGEONS, LTD. DBA ORTHOPEDIC INSTITUTE OF PENNSYLVANIA ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING PLAN | CAMP HILL PA | 306 | $60.8M | $1.9M |
| 7 | BRIDGEMARK HEALTHCARE, LLC BRIDGEMARK 401(K) PLAN | SAINT ANN MO | 886 | $8.1M | $97K |
