Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Fidelity 500 Index in their Schedule of Assets, totaling $5.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | H&K EQUIPMENT, INC H&K EQUIPMENT, INC 401(K) PLAN | CORAOPOLIS PA | 337 | $28.3M | $3.7M |
| 2 | QUIGLEY-SIMPSON & HEPPELWHITE, INC. QUIGLEY-SIMPSON & HEPPELWHITE, INC. 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 190 | $7.9M | $1.2M |
| 3 | INTECH TRAILERS, INC. INTECH TRAILERS, INC. 401(K) PLAN |
NAPPANEE IN |
| 305 |
| $9.3M |
| $108K |
| 4 | GENERAL AUDIT CORPORATION KEYBRIDGE SAVINGS PLAN | LIMA OH | 85 | $3.8M | $11K |
