Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity 500 Index Pooled separate accounts in their Schedule of Assets, totaling $8.7M 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 | HERITAGE FAMILY FEDERAL CREDIT UNION HERITAGE FAMILY FEDERAL CREDIT UNION 401(K) PLAN | RUTLAND VT | 167 | $15.1M | $2.3M |
| 2 | COMMUNITY HEALTH CLINICS INC. TERRY REILLY HEALTH SERVICES MONEY PURCHASE PLAN | NAMPA ID | 400 | $17.2M | $2.1M |
| 3 | COMMUNITY HEALTH CLINICS INC. |
NAMPA ID |
| 538 |
| $12.5M |
| $1.8M |
| 4 | MIDAS HOSPITALITY, LLC MIDAS HOSPITALITY, LLC 401(K) PLAN | ST. LOUIS MO | 1,062 | $10.2M | $915K |
| 5 | CORNERSTONE DEFENSE, INC. CORNERSTONE DEFENSE 401K PROFIT SHARING PLAN | HERNDON VA | 167 | $12.1M | $915K |
| 6 | SCOTT EDWARDS ARCHITECTURE, LLP SCOTT EDWARDS ARCHITECTURE 401(K) PLAN | PORTLAND OR | 85 | $9.3M | $564K |
| 7 | WESTMINSTER VILLAGE NORTH WESTMINSTER VILLAGE NORTH INC. 403B SAVINGS PLAN | INDIANAPOLIS IN | 476 | $4.0M | $123K |
| 8 | PORTLAND OPPORTUNITIES INDUSTRIALIZATION CENTER INC. POIC 403B PLAN | PORTLAND OR | 369 | $4.0M | $5K |
