Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 178 retirement plans report an interest in this investment, totaling $746.7M in reported end-of-year interest. Plans are ranked by reported interest.
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.
| # | 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 | PLAN COMPLIANCE SERVICES, INC. SECURE CHOICE POOLED EMPLOYER PLAN | CLEARWATER FL | 1,360 | — | $17.3M |
| 10 | MARTINREA INDUSTRIES, INC. MARTINREA INDUSTRIES, INC. EMPLOYEE SAVINGS AND INVESTMENT PLAN | AUBURN HILLS MI | 2,998 | $121.5M | $16.4M |
