Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity 500* Mutual fund in their Schedule of Assets, totaling $64.7M 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 | TAMKO BUILDING PRODUCTS LLC TAMKO EMPLOYEES PROFIT SHARING RETIREMENT PLAN | GALENA KS | 1,027 | $219.8M | $60.7M |
| 2 | ROBSON COMMUNITIES, INC. ROBSON COMMUNITIES, INC. & PARTICIPATING COMPANIES 401K RETIREMENT PLAN & TRUST | SUN LAKES AZ | 568 | $51.5M | $3.8M |
| 3 | BIRNAM WOOD GOLF CLUB |
SANTA BARBARA CA |
| 160 |
| $9.1M |
| $327K |
