Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Fidelity 500 Index a in their Schedule of Assets, totaling $2.8M 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 | AMERICAN HEATING, INC. AMERICAN HEATING, INC. 401(K) PLAN | PORTLAND OR | 204 | $22.1M | $1.7M |
| 2 | E. A. RENFROE & COMPANY, INC. E. A. RENFROE & COMPANY, INC. 401(K) PLAN | BIRMINGHAM AL | 4,856 | $30.3M | $520K |
| 3 | BR WILLIAMS TRUCKING LLC BR WILLIAMS TRUCKING LLC 401(K) PROFIT SHARING PLAN |
EASTABOGA AL |
| 191 |
| $5.1M |
| $462K |
| 4 | STEEL DUST RECYCLING, LLC STEEL DUST RECYCLING, LLC 401(K) PLAN | MILLPORT AL | 138 | $5.8M | $78K |
