Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity 500 Index Fund a in their Schedule of Assets, totaling $45.3M 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 | NORDIC CONSULTING PARTNERS, INC. NORDIC CONSULTING PARTNERS, INC. 401(K) PLAN | MADISON WI | 2,823 | $200.7M | $26.8M |
| 2 | MOBIS PARTS AMERICA, LLC MOBIS PARTS AMERICA, LLC 401(K) PROFIT SHARING PLAN | FOUNTAIN VALLEY CA | 1,076 | $81.2M | $8.3M |
| 3 | DESHAZO, LLC DESHAZO 401(K) PLAN |
BESSEMER AL |
| 630 |
| $29.5M |
| $3.5M |
| 4 | ITENTIAL, INC. ITENTIAL, INC. RETIREMENT PLAN | ATLANTA GA | 153 | $14.7M | $2.6M |
| 5 | CENTENNIAL REAL ESTATE MANAGEMENT, LLC CENTENNIAL REAL ESTATE MANAGEMENT, LLC 401(K) PLAN | DALLAS TX | 289 | $18.5M | $943K |
| 6 | BALLEW WEALTH MANAGEMENT, INC. ELITE 401(K) PLAN | JACKSON MS | 249 | $8.6M | $862K |
| 7 | USC CONSULTING GROUP LP USC PROFIT SHARING/401(K) RETIREMENT PLAN | TAMPA FL | 48 | $13.2M | $692K |
| 8 | GULF DISTRIBUTING CO., INC. GULF DISTRIBUTING COMPANIES 401(K) PLAN | MOBILE AL | 1,391 | $23.3M | $545K |
| 9 | RADIANT CREDIT UNION RADIANT CREDIT UNION 401(K) RETIREMENT PLAN | GAINESVILLE FL | 180 | $15.8M | $441K |
| 10 | LISTERHILL CREDIT UNION LISTERHILL CREDIT UNION 401(K) PLAN | MUSCLE SHOALS AL | 290 | $16.3M | $286K |
