Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 45 U.S. retirement plans report holding Fidelity 500 Index Fund Mutual fund NR in their Schedule of Assets, totaling $297.5M 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 | BLOOMBERG INDUSTRY GROUP, INC. BLOOMBERG INDUSTRY GROUP, INC. 401(K) PLAN | ARLINGTON VA | 1,267 | $447.0M | $70.9M |
| 2 | SEACORP, LLC SEACORP, LLC 401(K) PROFIT SHARING PLAN | MIDDLETOWN RI | 643 | $147.5M | $30.7M |
| 3 | ALARM.COM HOLDINGS, INC ALARM.COM 401(K) PLAN |
TYSONS VA |
| 1,834 |
| $198.5M |
| $24.8M |
| 4 | MESO SCALE DIAGNOSTICS, LLC MESO SCALE DIAGNOSTICS 401(K) PLAN | ROCKVILLE MD | 1,044 | $148.5M | $22.1M |
| 5 | SUPERNUS PHARMACEUTICALS, INC. SUPERNUS PHARMACEUTICALS, INC. 401(K) PROFIT SHARING PLAN | ROCKVILLE MD | 675 | $117.0M | $14.4M |
| 6 | GLOBAL SCIENCE & TECHNOLOGY, INC. GST, INC. P/S 401(K) PLAN | GREENBELT MD | 200 | $80.3M | $11.3M |
| 7 | CREDENCE MANAGEMENT SOLUTIONS LLC CREDENCE MANAGEMENT SOLUTIONS 401(K) PROFIT SHARING PLAN | MC LEAN VA | 1,459 | $83.1M | $10.1M |
| 8 | GEWALT-HAMILTON ASSOCIATES, INC. GEWALT-HAMILTON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | VERNON HILLS IL | 125 | $35.6M | $8.3M |
| 9 | ACTIONET, INC. ACTIONET, INC. 401(K) PROFIT SHARING PLAN & TRUST | VIENNA VA | 213 | $96.7M | $8.2M |
| 10 | TISTA SCIENCE AND TECHNOLOGY CORPORATION TISTA SCIENCE AND TECHNOLOGY CORPORATION 401K | ROCKVILLE MD | 969 | $76.7M | $8.0M |
