Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity 500 Index Fd Mutual fund n/a in their Schedule of Assets, totaling $28.6M 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 | REDWOOD ELECTRIC GROUP, INC. REDWOOD ELECTRIC GROUP, INC. 401(K) PROFIT SHARING PLAN | SANTA CLARA CA | 220 | $64.4M | $17.0M |
| 2 | DOWNTOWN EMERGENCY SERVICE CENTER DOWNTOWN EMERGENCY SERVICE CENTER 403(B) PLAN | SEATTLE WA | 1,033 | $19.0M | $4.2M |
| 3 | DOLESE BROS. CO. |
OKLAHOMA CITY OK |
| 909 |
| $144.6M |
| $3.8M |
| 4 | WRIGHT-HENNEPIN COOPERATIVE ELECTRIC ASSOCIATION WRIGHT-HENNEPIN COOPERATIVE ELECTRIC ASSOCIATION NON-UNION 401(K) PLAN | ROCKFORD MN | 108 | $23.0M | $1.6M |
| 5 | FISHBOWL SOLUTIONS LLC FISHBOWL SOLUTIONS RETIREMENT PLAN | OREM UT | 210 | $13.7M | $1.0M |
| 6 | O'BRIEN INDUSTRIAL HOLDINGS, LLC CHRISTY EMPLOYEES' PROFIT SHARING PLAN AND TRUST | ST. LOUIS MO | 121 | $20.2M | $709K |
| 7 | FETCH VETERINARY GROUP, LLC FETCH VETERINARY GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST | FORT MYERS FL | 278 | $4.4M | $152K |
| 8 | APPLIED MEDICAL TECHNOLOGIES, INC. AIRCLEAN SYSTEMS 401K PLAN | CREEDMOOR NC | 124 | $8.3M | $103K |
| 9 | EDUCATION BRANDS, LLC EDUCATION BRANDS 401(K) PLAN | TAMPA FL | 166 | $11.3M | $52K |
