Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity 500 Index Fd Mutual Funds in their Schedule of Assets, totaling $30.4M 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 | IMAX CORPORATION IMAX CORPORATION 401(K) RETIREMENT PLAN | LOS ANGELES CA | 272 | $40.7M | $7.0M |
| 2 | BEHLEN MFG. CO. BEHLEN MFG. CO. 401(K) PLAN | COLUMBUS NE | 912 | $79.3M | $6.6M |
| 3 | CARGAS SYSTEMS INC CARGAS SYSTEMS INC 401K PLAN |
| 192 |
| $18.4M |
| $6.4M |
| 4 | IRONWORKERS LOCAL 549/550 SECURITY PLAN BOARD OF TRUSTEES IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN | ONA WV | 4,003 | $54.5M | $5.5M |
| 5 | US CENTURY BANK US CENTURY BANK 401(K) PLAN | MIAMI FL | 198 | $16.3M | $1.8M |
| 6 | CINT USA, INC. CINT USA 401(K) PLAN | NEW ORLEANS LA | 236 | $19.1M | $1.7M |
| 7 | SWANSON RUSSELL SWANSON RUSSELL 401(K) RETIREMENT PLAN | LINCOLN NE | 134 | $23.3M | $1.4M |