Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity 500 Index Fund Interest in registered investment companies xx in their Schedule of Assets, totaling $95.8M 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 | VALIANT INTEGRATED SERVICES LLC VALIANT INTEGRATED SERVICES 401(K) PLAN | HERNDON VA | 3,714 | $271.4M | $23.8M |
| 2 | TIDALHEALTH, INC. TIDALHEALTH 403(B) PLAN | SALISBURY MD | 5,292 | $276.2M | $15.9M |
| 3 | AMERICAN PUBLIC EDUCATION INC. AMERICAN PUBLIC EDUCATION RETIREMENT PLAN |
CHARLES TOWN WV |
| 5,899 |
| $303.2M |
| $13.4M |
| 4 | VERSANT HEALTH HOLDCO, INC. VERSANT HEALTH HOLDCO, INC. 401(K) PLAN | TROY NY | 938 | $70.2M | $9.0M |
| 5 | SHIFT4 PAYMENTS, LLC SHIFT4 401(K) PLAN | CENTER VALLEY PA | 3,325 | $94.9M | $8.7M |
| 6 | URBAN ONE, INC. URBAN ONE, INC. EMPLOYEE RETIREMENT PLAN | SILVER SPRING MD | 1,526 | $84.6M | $7.2M |
| 7 | MBA CONSULTING SERVICES, INC. MBA CSI 401(K) PLAN | CHANTILLY VA | 431 | $25.0M | $4.5M |
| 8 | EXCELLA, INC. EXCELLA, INC. 401(K) PLAN | ARLINGTON VA | 330 | $47.3M | $4.1M |
| 9 | OTJ ARCHITECTS INC OTJ ARCHITECTS INC 401(K) PROFIT SHARING PLAN & TRUST | WASHINGTON DC | 217 | $19.2M | $2.8M |
| 10 | ULTIUM CELLS, LLC ULTIUM CELLS, LLC 401(K) PLAN | WARREN OH | 1,955 | $24.4M | $2.8M |
