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/R in their Schedule of Assets, totaling $79.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AKIMA, LLC AKIMA, LLC 401(K) PLAN | HERNDON VA | 10,186 | $554.7M | $38.5M |
| 2 | CHOICE HOTELS INTERNATIONAL, INC. CHOICE HOTELS INTERNATIONAL, INC. RETIREMENT SAVINGS AND INVESTMENT PLAN | NORTH BETHESDA MD | 2,623 | $409.4M | $35.0M |
| 3 | S.R. SNODGRASS, P.C. S.R. SNODGRASS, P.C. EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN |
CRANBERRY TOWNSHIP PA |
| 111 |
| $22.8M |
| $4.0M |
| 4 | SOMERSET TRUST COMPANY SOMERSET TRUST COMPANY 401(K) PROFIT SHARING PLAN | SOMERSET PA | 497 | $42.1M | $2.1M |
| 5 | FAMILIES UNITED NETWORK FAMILIES UNITED NETWORK 401(K) PLAN | MUNCY PA | 136 | $4.7M | $109K |