Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Institutional Fidelity 500 Index in their Schedule of Assets, totaling $3.6M 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 | OVERSEAS SERVICE CORPORATION OVERSEAS SERVICE CORPORATION 401(K) PLAN AND TRUST | WEST PALM BEACH FL | 389 | $35.3M | $3.4M |
| 2 | UNDERWOOD FRUIT AND WAREHOUSE COMPANY, LLC UNDERWOOD FRUIT AND WAREHOUSE RETIREMENT SAVINGS PLAN | YAKIMA WA | 705 | $10.7M | $159K |
