Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity 500 Index Admiral in their Schedule of Assets, totaling $97.2M 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 | CTC TRADING GROUP, LLC CTC TRADING GROUP, L.L.C. 401(K) PLAN AND RETIREMENT TRUST | CHICAGO IL | 652 | $352.4M | $89.8M |
| 2 | TUMI, INC. TUMI, INC. PROFIT SHARING/401(K) PLAN | EDISON NJ | 921 | $61.6M | $5.4M |
| 3 | USUI INTERNATIONAL CORP USUI 401(K) PLAN |
SHARONVILLE OH |
| 771 |
| $25.3M |
| $1.0M |
| 4 | CLOW STAMPING COMPANY CLOW STAMPING COMPANY 401(K) PLAN | MERRIFIELD MN | 419 | $26.9M | $991K |
