Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity 500 in their Schedule of Assets, totaling $9.1M 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 | SHIMANO NORTH AMERICA HOLDING, INC. SHIMANO NORTH AMERICA 401(K) PROFIT SHARING PLAN | IRVINE CA | 474 | $47.2M | $5.0M |
| 2 | BOOM TECHNOLOGY, INC. BOOM TECHNOLOGY 401(K) PLAN | CENTENNIAL CO | 134 | $15.7M | $3.7M |
| 3 | ROBSON COMMUNITIES, INC. ROBSON COMMUNITIES, INC. HOMEOWNERS ASSOCIATIONS 401(K) RETIREMENT PLAN |
SUN LAKES AZ |
| 532 |
| $7.8M |
| $369K |
