Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Fidelity 500 Index Fund n/a in their Schedule of Assets, totaling $134.5M 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 | SURESCRIPTS, LLC SURESCRIPTS, LLC 401(K) PLAN | ARLINGTON VA | 656 | $179.1M | $26.3M |
| 2 | FLUOR-BWXT PORTSMOUTH LLC PORTSMOUTH D&D 401K SAVINGS PLAN | PIKETON OH | 1,426 | $277.8M | $23.4M |
| 3 | ROBINDALE ENERGY SERVICES, INC. ROBINDALE ENERGY SERVICES 401(K) PLAN |
LATROBE PA |
| 875 |
| $70.6M |
| $11.2M |
| 4 | TRUSTED DOCTORS LLC TRUSTED DOCTORS LLC 401K PLAN | FAIRFAX VA | 911 | $62.5M | $10.2M |
| 5 | MONTAPLAST OF NORTH AMERICA INC MONTAPLAST OF NORTH AMERICA INC 401(K) PLAN | FRANKFORT KY | 1,432 | $54.4M | $9.0M |
| 6 | SESAC RIGHTS MANAGEMENT INC. SESAC RIGHTS MANAGEMENT INC. SAVINGS PLAN | NASHVILLE TN | 373 | $61.4M | $7.4M |
| 7 | THE POKAGON GAMING AUTHORITY D/B/A FOUR WINDS CASINO RESORT FOUR WINDS CASINO RESORT 401(K) RETIREMENT SAVINGS PLAN | NEW BUFFALO MI | 2,650 | $110.9M | $6.4M |
| 8 | NORTHERN SHARED MEDICAL SERVICES, INC. SMS RETIREMENT SAVINGS PLAN | COTTAGE GROVE WI | 569 | $49.1M | $5.2M |
| 9 | ADVANCED EAR NOSE & THROAT SPECIALISTS, S.C. ADVANCED EAR NOSE & THROAT SPECIALISTS, S.C. PROFIT SHARING 401(K) PLAN | MILWAUKEE WI | 300 | $14.2M | $5.1M |
| 10 | ANIKA THERAPEUTICS, INC. ANIKA THERAPEUTICS, INC. 401(K) PLAN | BEDFORD MA | 259 | $38.9M | $4.3M |
