Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity 500 Index Fund [1] in their Schedule of Assets, totaling $104.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TRUE VALUE COMPANY TRUE VALUE COMPANY, L.L.C. SAVINGS AND COMPENSATION DEFERRAL PLAN | CHICAGO IL | 1,666 | $223.1M | $47.8M |
| 2 | IMPERIAL BAG & PAPER CO., LLC IMPERIAL BAG & PAPER CO., LLC EMPLOYEE BENEFIT PLAN | JERSEY CITY NJ | 5,854 | $367.6M | $35.8M |
| 3 | SOUTH PLAINS FINANCIAL, INC. |
LUBBOCK TX |
| 584 |
| $50.2M |
| $9.7M |
| 4 | PARKHILL, SMITH & COOPER PARKHILL, SMITH & COOPER, INC. EMPLOYEES' RETIREMENT PLAN AND TRUST | LUBBOCK TX | 598 | $65.0M | $8.1M |
| 5 | CASH REGISTER SERVICES, INC. TRUNO RETAIL TECHNOLOGY SOLUTIONS 401(K) PLAN | LUBBOCK TX | 412 | $21.6M | $2.2M |
| 6 | PRACTICETEK PURCHASER, LLC PRACTICETEK PURCHASER, LLC 401(K) PLAN | KNOXVILLE TN | 294 | $4.0M | $452K |
| 7 | STEPHEN JOSEPH, INC. STEPHEN JOSEPH, INC. 401(K) PLAN | LUBBOCK TX | 79 | $2.1M | $104K |
| 8 | O'REILLY AUTOMOTIVE, INC. O'REILLY AUTOMOTIVE, INC. PROFIT SHARING AND SAVINGS PLAN | SPRINGFIELD MO | 80,513 | $1.9B | $61K |
