Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity 500 Index Fd in their Schedule of Assets, totaling $148.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SHANNON MEDICAL CENTER SHANNON MEDICAL CENTER 401(K) SAVINGS AND RETIREMENT PLAN | SAN ANGELO TX | 4,417 | $460.8M | $76.5M |
| 2 | M. ARTHUR GENSLER JR. & ASSOCIATES, INC. GENSLER PROFIT SHARING PLAN | SAN FRANCISCO CA | 4,091 | $354.4M | $28.1M |
| 3 | COMMUNITY HEALTH ASSOCIATION OF SPOKANE |
SPOKANE WA |
| 1,777 |
| $103.0M |
| $13.7M |
| 4 | SOUTHCO, INC. PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. | CONCORDVILLE PA | 179 | $147.5M | $6.7M |
| 5 | COMMONWEALTH ASSOCIATES INC. COMMONWEALTH ASSOCIATES INC. 401K PROFIT SHARING PLAN | JACKSON MI | 238 | $46.5M | $6.3M |
| 6 | SOLIDUS TECHNICAL SOLUTIONS, LLC SOLIDUS TECHNICAL SOLUTIONS, LLC 401(K) PLAN | LUNENBURG MA | 82 | $22.3M | $4.6M |
| 7 | QUICK SUPPLY COMPANY QUICK SUPPLY COMPANY EMPLOYEES' 401(K) PLAN | DES MOINES IA | 368 | $48.4M | $3.1M |
| 8 | CLEARON CORPORATION CLEARON CORPORATION EMPLOYEES' PENSION PLAN | SOUTH CHARLESTON WV | 11 | $17.3M | $3.0M |
| 9 | CONTI CIVIL, LLC CONTI CIVIL, LLC EMPLOYEES' 401(K) PLAN | EDISON NJ | 281 | $15.7M | $1.7M |
| 10 | NCS TECHNOLOGIES, INC. NCS TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MANASSAS VA | 132 | $19.7M | $1.5M |