Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Fid 500 Indx in their Schedule of Assets, totaling $16.0M 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 | PLANESENSE, INC. PLANESENSE, INC. 401(K) PLAN | PORTSMOUTH NH | 566 | $36.2M | $5.7M |
| 2 | GRANNAS BROTHERS GRANNAS BROTHERS RETIREMENT PLAN | HOLLIDAYSBURG PA | 112 | $14.8M | $2.0M |
| 3 | RUBBERLITE, INC. RUBBERLITE, INC. 401(K)PROFIT SHARING RETIREMENT PLAN |
HUNTINGTON WV |
| 152 |
| $25.3M |
| $1.1M |
| 4 | HONAT BANCORP, INC. HONAT BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS | HONESDALE PA | 151 | $31.0M | $840K |
| 5 | D2G GROUP, LLC D2G GROUP, LLC 401(K) PLAN | FALL RIVER MA | 169 | $8.4M | $825K |
| 6 | BELL MOTOR CARS, INC. BELL AUTOMOTIVE NETWORK 401K PLAN | NORTH EDISON NJ | 352 | $14.0M | $769K |
| 7 | MCCARL'S LLC MCCARL'S RETIREMENT SAVINGS PLAN | BEAVER FALLS PA | 138 | $12.5M | $707K |
| 8 | GREAT LAKES FOOT & ANKLE INSTITUTE, PC BEYOND PODIATRY 401(K) PLAN | CHESTERFIELD MI | 252 | $15.1M | $643K |
| 9 | SUN MOUNTAIN LUMBER COMPANY SUN MOUNTAIN LUMBER COMPANY 401(K) PLAN AND TRUST | DEER LODGE MT | 193 | $7.1M | $620K |
| 10 | LUDVIK ELECTRIC CO. LUDVIK ELECTRIC CO. 401(K) PLAN | LAKEWOOD CO | 197 | $22.7M | $606K |
