Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity S&P 500 Index Mutual Fund in their Schedule of Assets, totaling $54.9M 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 | BAPTIST HEALTH CARE CORPORATION BAPTIST HEALTH CARE, INC. RETIREMENT SAVINGS 403(B) PLAN | PENSACOLA FL | 5,316 | $298.0M | $40.5M |
| 2 | BAPTIST HEALTH VENTURES, INC. BAPTIST HEALTH CARE CORPORATION RETIREMENT SAVINGS 401(K) PLAN | PENSACOLA FL | 472 | $34.8M | $8.1M |
| 3 | DAVE'S FRESH MARKETPLACE MANAGEMENT, INC. |
EAST GREENWICH RI |
| 1,872 |
| $42.7M |
| $2.8M |
| 4 | NEWCOMER FUNERAL SERVICE GROUP, INC. NEWCOMER FUNERAL SERVICE GROUP RETIREMENT PLAN | TOPEKA KS | 862 | $24.3M | $1.9M |
| 5 | INDIANA TOOL & MANUFACTURING CO., INC. INDIANA TOOL & MANUFACTURING CO., INC. 401(K) PROFIT SHARING PLAN | PLYMOUTH IN | 129 | $13.1M | $1.6M |
