Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fid 500 Indx Registered investment companies in their Schedule of Assets, totaling $3.4M 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 | IMAGINATION THE AMERICAS INC. IMAGINATION THE AMERICAS INC. 401(K) PLAN | NEW YORK NY | 63 | $11.7M | $3.2M |
| 2 | WESTMINSTER CHRISTIAN SCHOOL WESTMINSTER CHRISTIAN SCHOOL 403(B) PLAN | PALMETTO BAY FL | 249 | $6.4M | $157K |
| 3 | SOUTHWEST SERVICE ADMINISTRATORS INC |
PHOENIZ AZ |
| 198 |
| $3.8M |
| $112K |
| 4 | USG SERVICES, LLC USG SERVICES, LLC 401(K) PROFIT SHARING PLAN | SPRING VALLEY NY | 3,426 | $10.0M | $8K |
