Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 61 U.S. retirement plans report holding Fid 500 Ind in their Schedule of Assets, totaling $65.2M 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 | LABELLA ASSOCIATES, D.P.C. LABELLA ASSOCIATES PROFIT SHARING / 401(K) PLAN | ROCHESTER NY | 1,711 | $150.1M | $17.2M |
| 2 | APOLIS APOLIS 401(K) PLAN | EL SEGUNDO CA | 376 | $15.7M | $4.9M |
| 3 | CAREQUEST INSTITUTE FOR ORAL HEALTH, INC. THE CAREQUEST 401(K) RETIREMENT PLAN |
BOSTON MA |
| 175 |
| $33.4M |
| $4.8M |
| 4 | A & D TECHNOLOGY, INC. A & D TECHNOLOGY, INC. 401(K) PLAN | ANN ARBOR MI | 54 | $25.0M | $4.4M |
| 5 | AMPLIFYBIO, LLC AMPLIFYBIO 401(K) PLAN | WEST JEFFERSON OH | 304 | $13.0M | $2.2M |
| 6 | STAYWELL HEALTH CARE, INC, D/B/A STAYWELL HEALTH CENTER 401(K) PLAN | WATERBURY CT | 218 | $22.0M | $2.1M |
| 7 | A G WORLD TRANSPORT, INC. DBA AIR AND GROUND WORLD TRANSPORT 401(K) PLAN | SOUTH SAN FRANCISCO CA | 104 | $6.7M | $1.8M |
| 8 | BOB BAKER ENTERPRISES, INC. BOB BAKER ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND T | CARLSBAD CA | 199 | $16.1M | $1.7M |
| 9 | I SQUARED CAPITAL ADVISORS US LL I SQUARED 401(K) PLAN | MIAMI FL | 140 | $7.9M | $1.7M |
| 10 | ILLUMINATE OPERATIONS INC. ILLUMINATE OPERATIONS INC. 401(K) PLAN | HERNDON VA | 209 | $15.4M | $1.6M |
