Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Fidelity 500 Index Fund Mutual fund (1) in their Schedule of Assets, totaling $102.6M 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 | TEREX CORPORATION TEREX CORPORATION AND AFFILIATES 401(K) RETIREMENT SAVINGS PLAN | NORWALK CT | 5,794 | $687.4M | $55.5M |
| 2 | FISHBECK, THOMPSON, CARR & HUBER, PC FISHBECK RETIREMENT PLAN | GRAND RAPIDS MI | 670 | $117.7M | $16.5M |
| 3 | THOMAS A. BRADY SPORTS MEDICINE, P.C. |
CARMEL IN |
| 224 |
| $44.4M |
| $5.1M |
| 4 | MEDRISK, LLC MEDRISK LLC 401(K) PLAN | KING OF PRUSSIA PA | 1,197 | $51.8M | $4.3M |
| 5 | THE TRI-M GROUP, L.L.C. THE TRI-M GROUP, L.L.C. 401(K) SAVINGS & INVESTMENT PLAN | KENNETT SQUARE PA | 499 | $72.8M | $3.5M |
| 6 | MAGNETIC ANALYSIS CORP. 401(K) PROFIT SHARING PLAN OF MAGNETIC ANALYSIS CORPORATION | ELMSFORD NY | 96 | $37.0M | $3.3M |
| 7 | TPG, INC. THE PHOENIX GROUP 401(K) PLAN | GREENWOOD IN | 188 | $13.0M | $2.6M |
| 8 | UNIVERSAL STAINLESS & ALLOY PRODUCTS, INC. UNIVERSAL STAINLESS & ALLOY PRODUCTS, INC. EMPLOYEES 401(K) PLAN | BRIDGEVILLE PA | 699 | $36.2M | $2.1M |
| 9 | SYNDEO OUTSOURCING, LLC SYNDEO OUTSOURCING 401(K) POOLED EMPLOYER PLAN | WICHITA KS | 982 | $35.0M | $1.9M |
| 10 | HANNUM, WAGLE & CLINE, INC. HWC ENGINEERING SAVINGS AND RETIREMENT PLAN | INDIANAPOLIS IN | 210 | $20.3M | $1.7M |
