Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American United Life Insurance Company Fidelity 500 Index in their Schedule of Assets, totaling $16.4M 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 | GREAT PLAINS HEALTH ALLIANCE GREAT PLAINS HEALTH ALLIANCE EMPLOYEES PENSION PLAN | PHILLIPSBURG KS | 867 | $65.9M | $7.3M |
| 2 | GREAT PLAINS HEALTH ALLIANCE GREAT PLAINS HEALTH ALLIANCE TAX DEFERRED ANNUITY PLAN | PHILLIPSBURG KS | 1,019 | $37.9M | $4.0M |
| 3 | THE BILTMORE HOTEL LIMITED PARTNERSHIP |
CORAL GABLES FL |
| 1,185 |
| $18.6M |
| $1.9M |
| 4 | NAUTO INC. NAUTO 401(K) PLAN | SUNNYVALE CA | 81 | $7.3M | $1.6M |
| 5 | BOYERS FOOD MARKETS INC. BOYER FOOD MARKETS 401K PLAN | ORWIGSBURG PA | 643 | $19.2M | $982K |
| 6 | FIRSTLINE SCHOOLS INC. FIRSTLINE SCHOOLS 403B PLAN | NEW ORLEANS LA | 408 | $11.3M | $596K |
| 7 | OZARKS RESOURCE GROUP OZARKS COMMUNITY HEALTH CENTER 401(K) PLAN | HERMITAGE MO | 128 | $4.7M | $55K |
| 8 | VCARE JV HOLDINGS INC. VCARE RETIREMENT PLAN | BETHESDA MD | 263 | $466K | $11K |