Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Funds Fidelity 500 Index - in their Schedule of Assets, totaling $47.3M 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 | AMPLIFY HR MANAGEMENT AMPLIFY HR MANAGEMENT RETIREMENT SAVINGS PLAN | NORTHBROOK IL | 4,127 | $244.1M | $21.9M |
| 2 | CHAPMAN UNIVERSITY CHAPMAN UNIVERSITY TAX DEFERRED ANNUITY (TDA) RETIREMENT PLAN | ORANGE CA | 1,909 | $303.9M | $12.3M |
| 3 | CHAPMAN UNIVERSITY |
ORANGE CA |
| 1,909 |
| $269.1M |
| $9.0M |
| 4 | WALLSIDE, INC. WALLSIDE, INC. 401K AND DISCRETIONARY CONTRIBUTION PLAN | TAYLOR MI | 133 | $15.3M | $1.8M |
| 5 | APPLIED BUSINESS SOLUTIONS, LLC APPLIED BUSINESS SOLUTIONS, LLC 401(K) PLAN | RENO NV | 724 | $21.6M | $1.2M |
| 6 | BATON ROUGE ORTHOPAEDIC CLINIC, LLC BATON ROUGE ORTHOPAEDIC CLINIC, LLC PROFIT SHARING PLAN AND TRUST | BATON ROUGE LA | 312 | $82.7M | $982K |
| 7 | AGENDIA, INC. AGENDIA, INC. 401(K) PROFIT SHARING PLAN | IRVINE CA | 174 | $18.3M | $56K |
