Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fid 500 Ind Mutual Fund in their Schedule of Assets, totaling $15.2M 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 | CONNECTAMERICA.COM, LLC CONNECTAMERICA.COM 401(K) SAVINGS PLAN | BALA CYNWYD PA | 1,026 | $64.3M | $6.7M |
| 2 | INTEGRIS, LLC INTEGRIS, LLC 401(K) PLAN | CRANBURY NJ | 575 | $30.4M | $2.9M |
| 3 | ANCHOR POINT MANAGEMENT GROUP, LLC ANCHOR POINT MANAGEMENT GROUP EMPLOYEE BENEFIT PLAN |
VANCOUVER WA |
| 9,415 |
| $22.4M |
| $2.3M |
| 4 | NXTSOFT, LLC NXTSOFT, LLC 401(K) PLAN | BIRMINGHAM AL | 79 | $5.3M | $797K |
| 5 | CARGROUP HOLDINGS, LLC CARGROUP HOLDINGS, LLC 401(K) PLAN | SPRINGFIELD PA | 323 | $8.9M | $637K |
| 6 | TEXAS MEDICAL CAREERS LIMITED DB THE COLLEGE OF HEALTHCARE PROFESSIONS 401(K) PLAN | HOUSTON TX | 847 | $10.6M | $629K |
| 7 | GLORIA DEI COMMUNITIES CORP. GLORIA DEI COMMUNITIES CORP. 401(K) RETIREMENT SAVINGS PLAN | WARRINGTON PA | 159 | $5.1M | $599K |
| 8 | UNINSURED UNITED PARACHUTE TECHN UNITED PARACHUTE TECHNOLOGIES LLC 401(K) PLAN | DELAND FL | 147 | $5.2M | $549K |
| 9 | UNPARALLELED DELIVERY, LLC UNPARALLELED DELIVERY, LLC 401(K) PLAN | SPRING TX | 57 | $351K | $12K |
