Fidelity 500 Index
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 181 retirement plans report an interest in this investment, totaling $756.9M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
181
Reported interest (EOY)
$756.9M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 3 name variants: Fidelity 500 Index, Fidelity 500 Index Fund, Fidelity 500 Index FD. Counts combine all variants of the same investment.
Plans holding Fidelity 500 Indexranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | CBIZ, INC. CBIZ, INC. RETIREMENT SAVINGS PLAN | CLEVELAND OH | 6,992 | $1.4B | $205.7M |
| 2 | BOARD OF TRUSTEES OF HAWAII LONGSHORE PENSION PLAN HAWAII LONGSHORE PENSION PLAN | HONOLULU HI | 842 | $430.0M | $140.2M |
| 3 | BOARD OF TRUSTEES - STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN SAVINGS PLAN | CAPITOL HEIGHTS MD | 5,806 | $522.0M | $54.3M |
| 4 | BLUE BIRD BODY COMPANY BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN | FORT VALLEY GA | 198 | $116.1M | $24.7M |
| 5 | RPC, INC. RPC, INC. RETIREMENT SAVINGS PLAN | ST AUGUSTINE FL | 2,411 | $326.1M | $21.5M |
| 6 | STS OPERATING, INC. SUNSOURCE SAVINGS AND INVESTMENT PLAN | ADDISON IL | 1,124 | $167.5M | $21.2M |
| 7 | ZENITH AMERICAN SOLUTIONS, INC. ZENITH AMERICAN SOLUTIONS, INC. RETIREMENT SAVINGS 401(K) PLAN | TAMPA FL | 1,358 | $128.8M | $21.1M |
| 8 | STURM, RUGER & COMPANY, INC. STURM, RUGER & COMPANY, INC. 401(K) PLAN | SOUTHPORT CT | 1,698 | $234.7M | $19.7M |
| 9 | SHEET METAL WORKERS LOCAL NO. 124 PENSION PLAN SHEET METAL WORKERS LOCAL NO. 124 PENSION PLAN | OKLAHOMA CITY OK | 319 | $57.2M | $17.9M |
| 10 | PLAN COMPLIANCE SERVICES, INC. SECURE CHOICE POOLED EMPLOYER PLAN | CLEARWATER FL | 1,360 | — | $17.3M |
See all 181 plans holding Fidelity 500 Index
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