Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity 500 Index Fund Institutional Class in their Schedule of Assets, totaling $184.6M 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 | AMERICAN UNIVERSITY AMERICAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 5,612 | $1.4B | $74.9M |
| 2 | KRATON CORPORATION KRATON SAVINGS PLAN | THE WOODLANDS TX | 1,196 | $362.9M | $47.4M |
| 3 | SM ENERGY COMPANY SM ENERGY COMPANY 401(K) PROFIT SHARING PLAN |
DENVER CO |
| 651 |
| $190.3M |
| $26.2M |
| 4 | LINAMAR HOLDINGS NEVADA, INC. LINAMAR HOLDINGS NEVADA, INC. 401(K) PLAN | LIVONIA MI | 2,934 | $125.0M | $24.0M |
| 5 | LI-COR, INC. LI-COR, INC. 401(K) & PROFIT SHARING PLAN | LINCOLN NE | 464 | $71.9M | $12.0M |
