Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 870 U.S. retirement plans report holding Fid 500 Ind + in their Schedule of Assets, totaling $2.5B in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NV5, INC. NV5, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 3,441 | $464.3M | $85.9M |
| 2 | CENTRAL BANCOMPANY CENTRAL BANCOMPANY TAX REDUCTION THRIFT 401(K) PLAN | JEFFERSON CITY MO | 2,893 | $400.7M | $70.0M |
| 3 | BEONE MEDICINES USA, INC. BEONE MEDICINES 401(K) PLAN |
SAN CARLOS CA |
| 1,879 |
| $320.7M |
| $51.8M |
| 4 | BERKSHIRE HATHAWAY SPECIALTY INS BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY RETIREMENT PLA | BOSTON MA | 986 | $215.5M | $46.9M |
| 5 | TOYODA GOSEI NORTH AMERICA CORP. TOYODA GOSEI 401(K) PLAN | TROY MI | 4,336 | $371.1M | $41.2M |
| 6 | LEONARD GREEN & PARTNERS, LP LEONARD GREEN & PARTNERS RETIREMENT PLAN | LOS ANGELES CA | 123 | $81.2M | $31.3M |
| 7 | VERDANTAS LLC VERDANTAS LLC RETIREMENT PLAN | DUBLIN OH | 1,492 | $202.0M | $28.5M |
| 8 | SHAKE-N-GO FASHION, INC. SHAKE-N-GO FASHION INC. 401(K) PROFIT SHARING PLAN & TRUST | PORT WASHINGTON NY | 187 | $59.9M | $27.6M |
| 9 | ANKURA CONSULTING GROUP, LLC ANKURA CONSULTING GROUP, LLC SAVINGS PLAN | WASHINGTON DC | 1,376 | $230.5M | $26.9M |
| 10 | VENTURE GLOBAL LNG, INC VENTURE GLOBAL LNG 401(K) PLAN | ARLINGTON VA | 1,917 | $176.0M | $25.9M |
