Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Fid 500 Indx Mutual fund - $ in their Schedule of Assets, totaling $21.4M 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 | METREA MANAGEMENT LLC METREA LLC 401(K) PLAN | BETHANY OK | 743 | $56.7M | $5.3M |
| 2 | SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN | OMAHA NE | 688 | $50.3M | $4.9M |
| 3 | OMAHA NATIONAL GROUP, INC. OMAHA NATIONAL GROUP RETIREMENT PLAN |
OMAHA NE |
| 206 |
| $11.3M |
| $2.1M |
| 4 | JACK DOHENY COMPANY JACK DOHENY COMPANY 401(K) PLAN | NORTHVILLE MI | 155 | $16.6M | $1.5M |
| 5 | ROCHESTER AMBULATORY SURGERY CENTER ROCHESTER AMBULATORY SURGERY CENTER 401(K) PLAN | ROCHESTER NY | 195 | $7.6M | $1.4M |
| 6 | M. R. WILLIAMS, INC. M. R. WILLIAMS, INC. 401(K) PROFIT SHARING PLAN | HENDERSON NC | 581 | $10.8M | $1.4M |
| 7 | CYBERTHINK, INC. CYBERTHINK, INC. 401(K) PROFIT SHARING PLAN | BRIDGEWATER NJ | 131 | $15.0M | $1.1M |
| 8 | VIRGINIA DIODES VIRGINIA DIODES 401(K) PLAN | CHARLOTTESVILLE VA | 129 | $9.2M | $510K |
| 9 | GULF COAST BANK & TRUST COMPANY GULF COAST BANK AND TRUST COMPANY SAVINGS INCENTIVE PLAN | NEW ORLEANS LA | 934 | $71.0M | $417K |
| 10 | GEIS CONSTRUCTION, INC. GEIS CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN | STREETSBORO OH | 106 | $14.7M | $407K |
