Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Empower Fidelity 500 Index in their Schedule of Assets, totaling $44.2M 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 | BLUE BIRD BODY COMPANY BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN | FORT VALLEY GA | 198 | $116.1M | $24.7M |
| 2 | BLUE BIRD CORPORATION BLUE BIRD 401(K) PLAN | FORT VALLEY GA | 1,895 | $115.5M | $12.8M |
| 3 | SXSW LLC SXSW 401(K) PLAN | AUSTIN |
| 167 |
| $23.1M |
| $2.5M |
| 4 | ELECTRA LINK, INC. ELECTRA LINK, INC. 401(K) PLAN | SPRING TX | 247 | $11.7M | $1.4M |
| 5 | FIESTA RESTAURANT GROUP, INC. FIESTA RESTAURANT GROUP, INC. RETIREMENT SAVINGS PLAN | MIAMI FL | 2,881 | $14.3M | $1.3M |
| 6 | THE LAKES COUNTRY CLUB ASSOCIATION, INC. THE LAKES COUNTRY CLUB ASSOCIATION, INC. 401(K) PLAN | PALM DESERT CA | 159 | $5.7M | $796K |
| 7 | CONSUMER PORTFOLIO SERVICES, INC. MFN FINANCIAL CORPORATION PENSION PLAN | IRVINE CA | 3 | $21.8M | $722K |
