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 $85.9M 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 | RESOURCING EDGE I, LLC RESOURCING EDGE RETIREMENT SAVINGS PLAN | ROCKWALL TX | 9,155 | $321.3M | $38.5M |
| 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. THOMAS A. BRADY SPORTS MEDICINE CENTER P.C. 401(K) PROFIT SHARING PLAN |
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 |
