Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity 500 Fund Mutual fund -- in their Schedule of Assets, totaling $23.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VALENCE MEDIA, LLC. VALENCE MEDIA 401(K) PLAN | BEVERLY HILLS CA | 86 | $44.4M | $5.9M |
| 2 | LYONS MAGNUS, LLC LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN | FRESNO CA | 898 | $54.0M | $5.4M |
| 3 | AKG NORTH AMERICA, INC. AKG NORTH AMERICA, INC. 401(K) PLAN |
MEBANE NC |
| 509 |
| $39.1M |
| $4.8M |
| 4 | VALENCE MEDIA, LLC. VALENCE MEDIA, LLC 401(K) PLAN | BEVERLY HILLS CA | 26 | $35.8M | $4.4M |
| 5 | CONSTANTIA FLEXIBLES AMERICA COMPANY CONSTANTIA FLEXIBLES AMERICA COMPANY 401(K) PLAN | BLYTHEWOOD SC | 235 | $21.0M | $2.3M |
| 6 | REGENCY PACIFIC MANAGEMENT, LLC REGENCY PACIFIC 401(K) RETIREMENT PLAN | BELLEVUE WA | 2,358 | $6.9M | $759K |
