Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Fid 500 Indx Mutual fund - $ in their Schedule of Assets, totaling $50.2M 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 | METHODIST HOSPITAL OF SOUTHERN CA METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN | ARCADIA CA | 182 | $202.4M | $24.0M |
| 2 | METREA MANAGEMENT LLC METREA LLC 401(K) PLAN | BETHANY OK | 743 | $56.7M | $5.3M |
| 3 | APLA HEALTH & WELLNESS APLA HEALTH & WELLNESS 403(B) PLAN |
LOS ANGELES CA |
| 339 |
| $23.5M |
| $2.6M |
| 4 | AUSTRIAN MOTORS CORP. AUSTRIAN MOTORS CORP. 401(K) PROFIT-SHARING PLAN | GAITHERSBURG MD | 605 | $64.1M | $2.4M |
| 5 | CYBERTHINK, INC. CYBERTHINK, INC. 401(K) PROFIT SHARING PLAN | BRIDGEWATER NJ | 131 | $15.0M | $2.2M |
| 6 | OMAHA NATIONAL GROUP, INC. OMAHA NATIONAL GROUP RETIREMENT PLAN | OMAHA NE | 206 | $11.3M | $2.1M |
| 7 | LULA-WESTFIELD, L.L.C. LULA-WESTFIELD, L.L.C. SAVINGS PLAN | PAINCOURTVILLE LA | 127 | $15.4M | $1.7M |
| 8 | JACK DOHENY COMPANY JACK DOHENY COMPANY 401(K) PLAN | NORTHVILLE MI | 155 | $16.6M | $1.5M |
| 9 | ROCHESTER AMBULATORY SURGERY CENTER ROCHESTER AMBULATORY SURGERY CENTER 401(K) PLAN | ROCHESTER NY | 195 | $7.6M | $1.4M |
| 10 | M. R. WILLIAMS, INC. M. R. WILLIAMS, INC. 401(K) PROFIT SHARING PLAN | HENDERSON NC | 581 | $10.8M | $1.4M |
