Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Spartan 500 Index Fund # in their Schedule of Assets, totaling $53.2M 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 | FOREST RIVER, INC. FOREST RIVER, INC. 401(K) PLAN | ELKHART IN | 22,247 | $127.2M | $13.5M |
| 2 | CEDAR VALLEY MEDICAL SPECIALISTS, P.C. CEDAR VALLEY MEDICAL SPECIALISTS, P.C. PROFIT SHARING & EMPLOYEE SAVINGS PLAN | WATERLOO IA | 499 | $112.7M | $13.0M |
| 3 | BOARDMAN & CLARK LLP |
MADISON WI |
| 106 |
| $71.3M |
| $9.0M |
| 4 | BOARD OF TRUSTEES, THE NELSON TRUST THE NELSON TRUST | PORTLAND OR | 626 | $37.8M | $8.5M |
| 5 | UNIVERSAL HEALTH SERVICES, INC. UNIVERSAL HEALTH SERVICES, INC. RETIREMENT SAVINGS PLAN | KING OF PRUSSIA PA | 64,799 | $3.7B | $6.7M |
| 6 | BRADESCO BANK BRADESCO BANK SAVINGS AND INVESTMENT PLAN | CORAL GABLES FL | 285 | $26.1M | $1.8M |
| 7 | GALE ASSOCIATES, INC. GALE ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST | ROCKLAND MA | 109 | $19.1M | $672K |
