Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity 500 Index Fund Mutual fund n/a n/a n/a n/a n/a in their Schedule of Assets, totaling $20.9M 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 | CASELLA WASTE SYSTEMS, INC. CASELLA WASTE SYSTEMS 401(K) PLAN | RUTLAND VT | 3,616 | $160.9M | $14.0M |
| 2 | FRANKLIN SPORTS INC. FRANKLIN SPORTS, INC. 401(K) PLAN | STOUGHTON MA | 243 | $43.5M | $3.6M |
| 3 | RENTSCHLER BIOPHARMA INC. RENTSCHLER BIOPHARMA INC. 401(K) PROFIT SHARING PLAN AND TRUST |
MILFORD MA |
| 244 |
| $16.5M |
| $1.3M |
| 4 | TRADE CENTER MANAGEMENT ASSOCIATES, LLC TRADE CENTER MANAGEMENT ASSOCIATES 401(K) PLAN | WASHINGTON DC | 347 | $21.6M | $1.0M |
| 5 | THE ENTWISTLE COMPANY ENTWISTLE COMPANY EMPLOYEE 401(K) SAVINGS PLAN | HUDSON MA | 144 | $20.0M | $1.0M |