Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fid 500 Idx Mutual fund in their Schedule of Assets, totaling $657.2M 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 | MMS USA HOLDINGS, INC. PUBLICIS BENEFITS CONNECTION 401K PLAN | CHICAGO IL | 29,615 | $5.2B | $620.6M |
| 2 | CENTRALSQUARE TECHNOLOGIES, LLC CENTRALSQUARE TECHNOLOGIES 401(K) PLAN | LAKE MARY FL | 1,148 | $169.5M | $20.9M |
| 3 | MICHAEL & SUSAN DELL FOUNDATION MICHAEL & SUSAN DELL FOUNDATION 401(K) PLAN |
AUSTIN TX |
| 95 |
| $46.5M |
| $10.2M |
| 4 | ORIGIS USA, LLC ORIGIS USA 401K PLAN | MIAMI FL | 279 | $17.2M | $2.2M |
| 5 | CENTERCAL PROPERTIES, LLC CENTERCAL PROPERTIES, LLC 401(K) PLAN | COSTA MESA CA | 138 | $15.3M | $1.5M |
| 6 | MIURA AMERICA CO. LTD. MIURA AMERICA CO. LTD. RETIREMENT PLAN | ROCKMART GA | 178 | $9.7M | $1.2M |
| 7 | REGISTERED AGENTS, INC. REGISTERED AGENTS, INC. 401(K) PLAN | SHERIDAN WY | 797 | $6.2M | $479K |
