Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Mutual Fund, 500 Index in their Schedule of Assets, totaling $9.0M 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 | ROTH CAPITAL PARTNERS, LLC ROTH CAPITAL PARTNERS, LLC 401(K) PLAN | NEWPORT BEACH CA | 208 | $54.7M | $8.9M |
| 2 | GEBBS HEALTHCARE SOLUTIONS, INC GHSI 401(K) PLAN | CULVER CITY CA | 967 | $9.0M | $92K |
