Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity 500 Index Fund Mutual fund a in their Schedule of Assets, totaling $105.7M 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 | TSMC WASHINGTON, LLC TSMC WASHINGTON 401(K) RETIREMENT PLAN | CAMAS WA | 946 | $273.8M | $34.1M |
| 2 | WIEDEN & KENNEDY, INC. WIEDEN & KENNEDY, INC. 401(K) PROFIT SHARING PLAN | PORTLAND OR | 917 | $253.3M | $33.4M |
| 3 | WILLAMETTE DENTAL GROUP, P.C. WILLAMETTE DENTAL GROUP, P.C. 401(K) SAVINGS PLAN |
HILLSBORO OR |
| 1,183 |
| $182.0M |
| $23.2M |
| 4 | PARR LUMBER COMPANY THE PARR COMPANY 401(K) SAVINGS AND PROFIT SHARING PLAN | HILLSBORO OR | 1,389 | $130.2M | $10.3M |
| 5 | THE OREGON HUMANE SOCIETY OREGON HUMANE SOCIETY 401(K) PLAN | PORTLAND OR | 359 | $19.6M | $1.6M |
| 6 | HANNA ANDERSSON, LLC HANNA ANDERSSON, LLC 401(K) PLAN | PORTLAND OR | 446 | $23.9M | $1.4M |
| 7 | EMPOWER WORKPLACE CORP. EMPOWER WORKPLACE CORP. 401(K) PLAN | PITTSBURGH PA | 121 | $8.7M | $943K |
| 8 | GEAR UP SPORTS, INC. GEAR UP SPORTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | HILLSBORO OR | 155 | $2.5M | $303K |
| 9 | CERTIFIED LANGUAGES INTERNATIONAL, LLC CERTIFIED LANGUAGES INTERNATIONAL, LLC EMPLOYEES SAVINGS TRUST | PORTLAND OR | 238 | $7.6M | $267K |
| 10 | BEN-KO-MATIC CO. DBA OWEN EQUIPMENT COMPANY OWEN EQUIPMENT 401(K) PROFIT SHARING PLAN | VANCOUVER WA | 196 | $10.4M | $140K |
