Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American United Life Ins. Co. Fidelity 500 Index in their Schedule of Assets, totaling $1.2M 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 | OLIVER STANBERY ORTHOPEDICS, LLC ZIMMER BIOMET OLIVER STANBERY 401(K) PLAN | LOUISVILLE KY | 157 | $10.2M | $1.1M |
| 2 | CUSTOM CONCRETE CO., INC CUSTOM CONCRETE CO., INC. SAVINGS AND RETIREMENT PLAN | WESTFIELD IN | 338 | $22.7M | $69K |
