Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Empower Annuity Insurance Company of America Fidelity 500 Index in their Schedule of Assets, totaling $18.5M 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 | ANY HOUR, LLC ANY HOUR 401(K) PLAN | OREM UT | 2,440 | $37.9M | $5.9M |
| 2 | DOOLEY'S PETROLEUM, INC. DOOLEY'S PETROLEUM, INC. 401(K) PROFIT SHARING PLAN | WILLMAR MN | 192 | $11.8M | $4.7M |
| 3 | PLAN COMPLIANCE SERVICES, INC. RISK STRATEGIES POOLED EMPLOYER PLAN FOR PRIVATE EQUITY PORTFOLIO CO'S |
CLEARWATER FL |
| 1,167 |
| $72.1M |
| $3.1M |
| 4 | ALLARD NAZARIAN GROUP, INC. ALLARD NAZARIAN GROUP, INC. 401(K) SAVINGS PLAN | MANCHESTER NH | 157 | $12.5M | $2.1M |
| 5 | PLAN COMPLIANCE SERVICES, INC. QBOX POOLED EMPLOYER PLAN | CLEARWATER FL | 313 | $11.0M | $1.8M |
| 6 | GOLDCO DIRECT LLC GOLDCO DIRECT LLC 401(K) PROFIT SHARING PLAN AND TRUST | CALABASAS CA | 149 | $7.9M | $515K |
| 7 | COMMUNITY HERITAGE FINANCIAL COMMUNITY HERITAGE FINANCIAL 401 (K) PLAN | MIDDLETOWN MD | 173 | $10.3M | $251K |
| 8 | PLAN COMPLIANCE SERVICES, INC. RISK STRATEGIES PREVAILING WAGE RETIREMENT PROGRAM | CLEARWATER FL | 5,922 | $22.9M | $82K |
