Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding FID 500 Index N/R in their Schedule of Assets, totaling $29.1M 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 | MARY WASHINGTON HEALTHCARE MARY WASHINGTON HEALTHCARE 403(B) PLAN | FREDERICKSBURG VA | 3,066 | $400.3M | $21.8M |
| 2 | AMERICAN SOCIETY FOR QUALITY INC. AMERICAN SOCIETY FOR QUALITY RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 132 | $26.9M | $7.0M |
| 3 | ORCHARDS CHILDRENS SERVICES, INC. |
SOUTHFIELD MI |
| 239 |
| $3.0M |
| $267K |