Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity 500 Index Fund Mutual fund N/A in their Schedule of Assets, totaling $36.3M 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 | CEDAR FAIR, L.P. CEDAR FAIR RETIREMENT SAVINGS PLAN | SANDUSKY OH | 3,198 | $337.4M | $22.3M |
| 2 | NELSON-JAMESON, INC. NELSON-JAMESON, INC. RETIREMENT PLAN | MARSHFIELD WI | 310 | $30.9M | $7.8M |
| 3 | V3 COMPANIES, LTD. V3 COMPANIES LTD. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN |
WOODRIDGE IL |
| 315 |
| $56.4M |
| $2.7M |
| 4 | TCP RELIABLE MANUFACTURING, INC. TCP RELIABLE 401(K) RETIREMENT PLAN | EDISON NJ | 253 | $15.6M | $2.2M |
| 5 | MCCORMICK PAINT WORKS COMPANY MCCORMICK PAINT WORKS COMPANY RETIREMENT PLAN | ROCKVILLE MD | 168 | $7.0M | $634K |
| 6 | FBG SERVICE CORPORATION FBG SERVICE 401(K) RETIREMENT PLAN | OMAHA NE | 503 | $9.2M | $420K |
| 7 | QSC, LLC TRIVISTA COMPANIES, INC. EMPLOYEES' 401(K) PLAN | ALTOONA IA | 40 | $10.9M | $137K |
| 8 | SLAYTON WIRELESS, LLC SLAYTON WIRELESS, LLC 401(K) PROFIT SHARING PLAN | TWINSBURG OH | 581 | $1.6M | $66K |
| 9 | CEDAR FAIR, L.P. CEDAR FAIR 401(K) PLAN | SANDUSKY OH | 1,750 | $903K | $59K |
