Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Empower Trust Company, LLC Fidelity 500 Index {+} in their Schedule of Assets, totaling $28.1M 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 | ACLD, INC. ACLD, INC. 401(K) RETIREMENT PLAN | BETHPAGE NY | 1,416 | $59.9M | $7.2M |
| 2 | BOSLEY, INC. ADERANS USA SAVINGS & RETIREMENT PLAN | BEVERLY HILLS CA | 1,120 | $71.9M | $6.9M |
| 3 | REST HAVEN ILLIANA CHRISTIAN CONVALESCENT HOME REST HAVEN CHRISTIAN SERVICES CARE PLAN |
TINLEY PARK IL |
| 756 |
| $23.4M |
| $4.9M |
| 4 | GREENWAY FORD, INC. GREENWAY AUTOMOTIVE GROUP 401(K) PLAN | ORLANDO FL | 2,005 | $42.2M | $4.4M |
| 5 | TRUCENT, INC. TRUCENT, INC. RETIREMENT PLAN | DEXTER MI | 145 | $12.0M | $2.8M |
| 6 | DESIGN ELECTRIC, INC. DESIGN ELECTRIC, INC. 401(K) RETIREMENT PLAN | ST. CLOUD MN | 139 | $23.2M | $1.6M |
| 7 | ONYX ENERGY, LLC ONYX ENERGY, LLC 401(K) PLAN | PRINCETON WV | 200 | $3.1M | $198K |
