Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity 500 Index (1) in their Schedule of Assets, totaling $7.3M 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 | SYNERGEN, LLC SYNERGEN, LLC 401(K) PLAN | BOSSIER CITY LA | 176 | $1.7M | $1.6M |
| 2 | PROPEL SCHOOLS PROPEL SCHOOLS 403(B) PLAN | PITTSBURGH PA | 593 | $22.9M | $1.4M |
| 3 | OXFORD ECONOMICS USA, INC. AND TOURISM ECONOMICS, LLC OXFORD ECONOMICS USA, INC. AND TOURISM ECONOMICS, LLC 401(K) PLAN |
NEW YORK NY |
| 130 |
| $14.4M |
| $1.4M |
| 4 | NORTHWOOD HEALTH SYSTEMS INC. NORTHWOOD HEALTH SYSTEMS, INC. 403(B) PLAN | WHEELING WV | 474 | $15.7M | $1.1M |
| 5 | LEEDO MANUFACTURING CO., L.P. LEEDO 401(K) PLAN | STAFFORD TX | 417 | $7.0M | $1.0M |
| 6 | FAYETTE PARTS SERVICE INC FAYETTE PARTS SERVICE INC 401(K) PROFIT SHARING PLAN & TRUST | BROWNSVILLE PA | 296 | $5.0M | $255K |
| 7 | AG PLUS COOPERATIVE UBG 401(K) - AG PLUS COOPERATIVE | MARSHALL MN | 153 | $7.2M | $246K |
| 8 | SLETTEN, INC. SLETTEN, INC. 401(K) PROFIT SHARING PLAN & TRUST | GREAT FALLS MT | 370 | $20.6M | $133K |
| 9 | SLETTEN, INC. SLETTEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN | GREAT FALLS MT | 326 | $86.7M | $43K |
