Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Fidelity 500 Index in their Schedule of Assets, totaling $6.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | 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 | PALMETTO PROPANE, FUELS, AND ICE, INC. PALMETTO PROPANE, FUELS, AND ICE, INC. 401(K) PLAN | BATESBURG SC | 100 | $3.1M | $1.4M |
| 3 | QUIGLEY-SIMPSON & HEPPELWHITE, INC. QUIGLEY-SIMPSON & HEPPELWHITE, INC. 401(K) PROFIT SHARING PLAN |
LOS ANGELES CA |
| 190 |
| $7.9M |
| $1.2M |
| 4 | INTECH TRAILERS, INC. INTECH TRAILERS, INC. 401(K) PLAN | NAPPANEE IN | 305 | $9.3M | $108K |
| 5 | GENERAL AUDIT CORPORATION KEYBRIDGE SAVINGS PLAN | LIMA OH | 85 | $3.8M | $11K |
