Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Fid 500 Indx Mutual funds in their Schedule of Assets, totaling $45.2M 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 | SAN DIEGO COASTAL MEDICAL GROUP, INC. SCRIPPS COASTAL MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 286 | $136.5M | $22.2M |
| 2 | MILE BLUFF MEDICAL CENTER, INC MILE BLUFF MEDICAL CENTER, INC. 401(K) PLAN | MAUSTON WI | 569 | $108.0M | $12.6M |
| 3 | MONKEY INFERNO, INC. MXB 401(K) PLAN | SAN FRANCISCO CA | 219 | $9.0M | $2.3M |
| 4 | ANDERSON CENTER FOR AUTISM ANDERSON CENTER FOR AUTISM RETIREMENT PLAN | STAATSBURG NY | 786 | $58.9M | $1.7M |
| 5 | NIDEC GENMARK AUTOMATION INC. NIDEC GENMARK AUTOMATION 401(K) PLAN | FREMONT CA | 122 | $11.4M | $1.5M |
| 6 | R F FAGER COMPANY, LLC R F FAGER COMPANY 401K PROFIT SHARING PLAN AND TRUST | CAMP HILL PA | 206 | $10.6M | $1.4M |
| 7 | DATAMENTORS, LLC DATAMENTORS, LLC 401(K) PROFIT SHARING PLAN | WESLEY CHAPEL FL | 0 | $0 | $1.1M |
| 8 | COULSON AVIATION (USA), INC. COULSON AVIATION (USA), INC. 401(K) PLAN | PORTLAND OR | 171 | $10.1M | $824K |
| 9 | COSMETIC SOLUTIONS, LLC COSMETIC SOLUTIONS, LLC 401(K) PLAN | BOCA RATON FL | 105 | $3.4M | $408K |
| 10 | THE MIND GYM USA INC THE MIND GYM USA INC 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 68 | $10.2M | $324K |
