Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding Fid 500 Index Mutual fund n/a in their Schedule of Assets, totaling $231.9M 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 | COVIA HOLDINGS LLC COVIA RETIREMENT SAVINGS PLAN | INDEPENDENCE OH | 1,520 | $247.1M | $41.6M |
| 2 | AGILITI HEALTH, INC. AGILITI 401(K) | EDEN PRAIRIE MN | 6,179 | $302.3M | $26.4M |
| 3 | CLEARWATER ANALYTICS, LLC CLEARWATER ANALYTICS 401K PLAN |
| 1,044 |
| $114.8M |
| $24.1M |
| 4 | GIC (NEW YORK) INC. GIC 401(K) PLAN | NEW YORK NY | 310 | $97.2M | $22.8M |
| 5 | OGDEN CLINIC PROFESSIONAL CORPORATION OGDEN CLINIC SAVINGS AND PROFIT SHARING PLAN | SOUTH OGDEN UT | 1,478 | $137.1M | $17.8M |
| 6 | LEGALZOOM.COM, INC. LEGALZOOM.COM, INC. 401(K) PLAN | MOUNTAIN VIEW CA | 868 | $93.4M | $15.5M |
| 7 | CRICUT, INC. CRICUT, INC. 401(K) RETIREMENT PLAN | SOUTH JORDAN UT | 501 | $53.4M | $11.0M |
| 8 | SPECTRUM ENGINEERS, INC. SPECTRUM ENGINEERS, INC. 401(K) PLAN | SALT LAKE CITY UT | 136 | $41.8M | $7.7M |
| 9 | C.R. ENGLAND, INC. C. R. ENGLAND, INC. PROFIT SHARING | SALT LAKE CITY UT | 6,763 | $120.9M | $6.6M |
| 10 | WORKMAN NYDEGGER, P.C. WORKMAN NYDEGGER, P.C. 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 106 | $74.1M | $6.1M |
