Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding s Fidelity 500 Index Mutual Fund in their Schedule of Assets, totaling $70.2M 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 | RESURGENS, P.C. RESURGENS ORTHOPAEDICS 401(K) RETIREMENT PLAN | ATLANTA GA | 1,029 | $187.3M | $24.4M |
| 2 | KEAN MILLER LLP KEAN MILLER LLP SELF EMPLOYED RETIREMENT PLAN AND TRUST | BATON ROUGE LA | 375 | $162.9M | $15.1M |
| 3 | SCOTLAND MEMORIAL HOSPITAL, INC. SCOTLAND MEMORIAL HOSPITAL, INC. 403(B) RETIREMENT PLAN |
LAURINBURG NC |
| 1,428 |
| $79.2M |
| $12.5M |
| 4 | EZE CASTLE INTEGRATION, INC. EZE CASTLE INTEGRATION 401(K) PLAN | BOSTON MA | 266 | $49.0M | $9.4M |
| 5 | LA PLATA ELECTRIC ASSOCIATION, INC. LA PLATA ELECTRIC ASSOCIATION, INC. RETIREMENT SAVINGS PLAN | DURANGO CO | 121 | $38.8M | $6.2M |
| 6 | WALDEN SAVINGS BANK WALDEN SAVINGS BANK 401(K) PLAN | MONTGOMERY NY | 136 | $18.0M | $2.6M |
| 7 | LOKAL HOMES, LLC THE L&L RETIREMENT PLAN | GREENWOOD VILLAGE CO | 59 | $5.0M | $108K |
