Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Fidelity 500 Index Fund in their Schedule of Assets, totaling $3.9M 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 | KWS SEEDS, INC. RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE KWS SEEDS GROUP | BLOOMINGTON MN | 231 | $31.4M | $3.3M |
| 2 | NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN | WASHINGTON DC | 90 | $16.8M | $478K |
| 3 | STELLAR SENIOR LIVING, LLC |
SALT LAKE CITY UT |
| 2,580 |
| $4.7M |
| $105K |
