Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity Funds Fidelity 500 Index Fund in their Schedule of Assets, totaling $98.1M 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 | PHOENIX CHILDREN'S HOSPITAL PHOENIX CHILDREN'S HOSPITAL SECTION 401(K) INVESTMENT PLAN | PHOENIX AZ | 8,058 | $691.1M | $64.5M |
| 2 | AMERICA FIRST CREDIT UNION DBA AMERICA FIRST CREDIT UNION AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST | RIVERDALE UT | 3,403 | $143.0M | $9.1M |
| 3 | THE ANDREW W. MELLON FOUNDATION |
NEW YORK NY |
| 185 |
| $71.2M |
| $4.9M |
| 4 | THE MICHAEL J. FOX FOUNDATION FOR PARKINSON'S RESEARCH THE MICHAEL J. FOX FOUNDATION FOR PARKINSON'S RESEARCH 401(K) PLAN | NEW YORK NY | 284 | $37.4M | $4.8M |
| 5 | THE ANDREW W. MELLON FOUNDATION THE ANDREW W. MELLON FOUNDATION SAVINGS PLAN | NEW YORK NY | 185 | $27.1M | $3.2M |
| 6 | MILWAUKEE BUCKS, LLC MILWAUKEE BUCKS RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 365 | $29.1M | $3.2M |
| 7 | HOUSTON MUSEUM OF NATURAL SCIENCE HOUSTON MUSEUM OF NATURAL SCIENCE EMPLOYEES 401(K) PLAN | HOUSTON TX | 379 | $23.8M | $2.3M |
| 8 | TBHC DELIVERS, LLC TBHC DELIVERS, LLC RETIREMENT PLAN | NASHVILLE TN | 246 | $15.3M | $1.9M |
| 9 | LUMINA FOODS, LLC LUMINA FOODS, LLC RETIREMENT PLAN | NASHVILLE TN | 199 | $13.2M | $1.6M |
| 10 | NEWPORT GROUP, INC. ADVANTAGE POOLED EMPLOYER PLAN AN ARGENT SOLUTION | FOLSOM CA | 486 | $14.8M | $1.5M |
