Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity 500 Index Fund Investor Class Registered Investment Company in their Schedule of Assets, totaling $117.7M 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 | TOKIO MARINE NORTH AMERICA INC. TMNA, INC. 401(K) PLAN | JERSEY CITY NJ | 3,098 | $819.7M | $82.3M |
| 2 | IPG PHOTONICS CORPORATION IPG PHOTONICS CORPORATION 401(K) RETIREMENT PLAN | OXFORD MA | 1,940 | $288.9M | $26.9M |
| 3 | THE CENTER THE CENTER 401(K) PLAN |
BEND OR |
| 360 |
| $50.5M |
| $8.0M |
| 4 | ZUPPARDOS ECONOMICAL SUPERMARKETS, LLC ZUPPARDO'S ECONOMICAL SUPER MARKETS, LLC EMPLOYEE PROFIT SHARING PLAN AND TRUST | METAIRIE LA | 118 | $6.3M | $570K |
