Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Fidelity 500 Index Premium in their Schedule of Assets, totaling $17.6M 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 | REAL ESTATE ONE, INC. SAVINGS PLAN FOR EMPLOYEES OF REAL ESTATE ONE, INC. | SOUTHFIELD MI | 496 | $42.6M | $7.3M |
| 2 | E. O. JOHNSON COMPANY, INC. E. O. JOHNSON COMPANY, INC. 401(K) PROFIT SHARING PLAN | WAUSAU WI | 309 | $48.0M | $4.4M |
| 3 | SCHULER INCORPORATED SCHULER, INC. SALARY SAVINGS PLAN |
CANTON MI |
| 212 |
| $26.1M |
| $2.2M |
| 4 | MOAB VALLEY HEALTHCARE, INC. MOAB VALLEY HEALTHCARE, INC. RETIREMENT PLAN | MOAB UT | 311 | $24.9M | $1.5M |
| 5 | THE MENTHOLATUM COMPANY THE MENTHOLATUM COMPANY PENSION PLAN FOR EMPLOYEES EMPLOYED IN THE UNITED STATES OF AMERICA | ORCHARD PARK NY | 42 | $33.0M | $1.4M |
| 6 | ROTORCRAFT LEASING COMPANY, LLC ROTORCRAFT LEASING 401K PLAN | BROUSSARD LA | 211 | $14.6M | $722K |
