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 n/a n/a n/a n/a in their Schedule of Assets, totaling $26.9M 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 | CLEARVIEW HEALTHCARE PARTNERS CLEARVIEW HEALTHCARE PARTNERS RETIREMENT SAVINGS PLAN | NEWTON MA | 425 | $45.1M | $10.1M |
| 2 | O'CONNOR & DREW P.C. O'CONNOR & DREW EMPLOYEE 401(K) PROFIT SHARING PLAN | BRAINTREE MA | 138 | $23.5M | $4.3M |
| 3 | OCD TECH, LLC OCD TECH, LLC |
BRAINTREE MA |
| 27 |
| $16.2M |
| $3.1M |
| 4 | RHI SERVICES CO., INC. RHI SERVICES CO. , INC. 401(K) PLAN | NEW YORK NY | 46 | $14.9M | $2.7M |
| 5 | RETHINK AUTISM, INC. DBA RETHINK FIRST RETHINK AUTISM, INC. RETIREMENT PLAN | NEW YORK NY | 339 | $13.5M | $1.4M |
| 6 | ENTERPRISEDB CORPORATION ENTERPRISEDB CORPORATION 401(K) PLAN | BEDFORD MA | 292 | $26.9M | $1.3M |
| 7 | RSOURCE, LLC DBA KNOWTION HEALTH KNOWTION HEALTH 401(K) PLAN | BOCA RATON FL | 712 | $7.9M | $1.1M |
| 8 | COMMUNITY CATALYST, INC. COMMUNITY CATALYST, INC. RETIREMENT PLAN | BOSTON MA | 95 | $7.9M | $1.0M |
| 9 | UFA, INC. UFA, INC. 401(K) RETIREMENT PLAN | WOBURN MA | 68 | $21.1M | $1.0M |
| 10 | TRACKFORCE, INC. TRACKFORCE 401(K) PLAN | WOODBURY NY | 78 | $9.2M | $919K |
