Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 53 U.S. retirement plans report holding Fidelity 500 Index Fd. Mutual fund in their Schedule of Assets, totaling $376.7M 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 | ROYAL CARIBBEAN CRUISES LTD. ROYAL CARIBBEAN CRUISES LTD. RET. SAVINGS PLAN | MIAMI FL | 4,275 | $787.2M | $105.7M |
| 2 | GENSLER GENSLER 401(K) SAVINGS PLAN | SAN FRANCISCO CA | 3,991 | $717.2M | $96.0M |
| 3 | SOUTHERN VETERINARY PARTNERS, LLC SOUTHERN VETERINARY PARTNERS, LLC 401(K) PLAN |
BIRMINGHAM AL |
| 10,271 |
| $183.0M |
| $18.4M |
| 4 | LAKELAND BANCORP, INC. LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST | OAK RIDGE NJ | 842 | $107.4M | $12.0M |
| 5 | ASE (U.S.) INC. ASE (U.S.) INC. 401(K) RETIREMENT PLAN | SUNNYVALE CA | 150 | $58.8M | $11.6M |
| 6 | GLOSTEN, INC. GLOSTEN, INC. PROFIT SHARING/401(K) PLAN | SEATTLE WA | 122 | $50.7M | $9.4M |
| 7 | INTERSECTION PARENT, INC. INTERSECTION PARENT, INC. 401(K) PLAN | NEW YORK NY | 358 | $43.6M | $8.7M |
| 8 | BRUBACHER EXCAVATING, INC. BRUBACHER EXCAVATING, INC. 401(K) PROFIT SHARING PLAN | BOWMANSVILLE PA | 285 | $22.1M | $8.5M |
| 9 | MUSTANG MACHINERY COMPANY, LLC. MUSTANG EMPLOYEES' 401(K) PLAN | HOUSTON TX | 1,425 | $91.1M | $8.1M |
| 10 | GRIMCO, INC. GRIMCO, INC. 401(K) AND PROFIT SHARING PLAN | SUNSET HILLS MO | 764 | $80.2M | $7.4M |
