Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Fidelity 500 Index Institutional in their Schedule of Assets, totaling $11.4M 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 | HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER UT | — | $649.1M | $8.7M |
| 2 | SOUTHERN HILLS COUNTRY CLUB SOUTHERN HILLS COUNTRY CLUB RETIREMENT SAVINGS PLAN | TULSA OK | 194 | $11.5M | $2.4M |
| 3 | NORTHWEST INDIANA LIGHTHOUSE CHARTER SCHOOL |
GARY IN |
| 260 |
| $2.3M |
| $391K |
