Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 136 U.S. retirement plans report holding Fidelity® 500 Index Fund Mutual Fund N/A in their Schedule of Assets, totaling $1.4B 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 | SANFORD SANFORD RETIREMENT SAVINGS PLAN | FARGO ND | 33,144 | $3.6B | $403.2M |
| 2 | TRANSDIGM INC. TRANSDIGM INC. 401(K) PLAN | CLEVELAND OH | 9,035 | $1.5B | $199.2M |
| 3 | ASHLEY FURNITURE INDUSTRIES, LLC ASHLEY FURNITURE INDUSTRIES, LLC PROFIT SHARING 401(K) PLAN |
ARCADIA WI |
| 15,474 |
| $527.9M |
| $53.4M |
| 4 | FIRST BRANDS GROUP, LLC FIRST BRANDS GROUP 401(K) PLAN | CLEVELAND OH | 6,024 | $302.9M | $46.2M |
| 5 | TTEC SERVICES CORPORATION TTEC 401(K) PROFIT SHARING PLAN | GREENWOOD VILLAGE CO | 19,505 | $344.2M | $45.7M |
| 6 | FLINT HILLS RESOURCES PINE BEND, LLC FLINT HILLS RESOURCES UNION EMPLOYEES 401(K) PLAN | WICHITA KS | 591 | $248.4M | $44.7M |
| 7 | IVANTI, INC. IVANTI INC. 401(K) PLAN | SOUTH JORDAN UT | 930 | $216.4M | $33.8M |
| 8 | MEDICAL ASSOCIATES CLINIC, P.C. MEDICAL ASSOCIATES CLINIC P. C. 401(K) PROFIT SHARING PLAN | DUBUQUE IA | 1,103 | $320.4M | $31.6M |
| 9 | LS POWER DEVELOPMENT, LLC LS POWER DEVELOPMENT, LLC 401(K) AND PROFIT SHARING PLAN | EAST BRUNSWICK NJ | 444 | $139.0M | $28.8M |
| 10 | AMERICAN EAGLE OUTFITTERS, INC. AMERICAN EAGLE OUTFITTERS, INC. PROFIT SHARING AND 401(K) PLAN | PITTSBURGH PA | 18,133 | $538.1M | $27.5M |
