Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity 500 Index PR in their Schedule of Assets, totaling $36.4M 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 | ORCHID MPS HOLDINGS, LLC ORCHID MPS HOLDINGS 401(K) PROFIT SHARING PLAN | MASON MI | 1,364 | $106.5M | $8.2M |
| 2 | ORCHID MPS HOLDINGS, LLC ORCHID MPS HOLDINGS 401(K) PROFIT SHARING PLAN | MASON MI | 1,364 | $106.5M | $8.2M |
| 3 | THOMPSON, COE, COUSINS & IRONS, L.L.P. |
DALLAS TX |
| 460 |
| $86.6M |
| $6.8M |
| 4 | THE MCCALLIE SCHOOL THE MCCALLIE SCHOOL 401(K) PLAN | CHATTANOOGA TN | 336 | $57.7M | $6.1M |
| 5 | BRADFORD & BARTHEL, LLP BRADFORD & BARTHEL 401(K) PROFIT SHARING PLAN AND TRUST | SACRAMENTO CA | 226 | $35.6M | $4.2M |
| 6 | IIT RESEARCH INSTITUTE IIT RESEARCH INSTITUTE EMPLOYEES' TAX SHELTERED ANNUITY PLAN | CHICAGO IL | 114 | $107.6M | $3.0M |
