Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 73 U.S. retirement plans report holding Fidelity 500 Index fund Pooled separate account in their Schedule of Assets, totaling $144.5M 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 | ZENITH AMERICAN SOLUTIONS, INC. ZENITH AMERICAN SOLUTIONS, INC. RETIREMENT SAVINGS 401(K) PLAN | TAMPA FL | 1,358 | $128.8M | $21.1M |
| 2 | ACENTRA HEALTH, LLC ACENTRA HEALTH RETIREMENT PLAN | MCLEAN VA | 2,661 | $164.7M | $17.6M |
| 3 | BRAINLAB, INC. BRAINLAB, INC. 401(K) PLAN |
WESTCHESTER IL |
| 423 |
| $76.4M |
| $11.9M |
| 4 | APPLE HEALTH CARE, INC. APPLE HEALTH CARE, INC. 401(K) SECURITY EXPRESS | AVON CT | 2,798 | $86.4M | $8.9M |
| 5 | 24 SEVEN, LLC 24 SEVEN, LLC 401(K) PLAN | MELVILLE NY | 3,310 | $59.0M | $6.9M |
| 6 | HERMANSON COMPANY, LLP EAGLE 2 ENTERPRISES, LLC 401(K) PLAN | KENT WA | 232 | $34.4M | $6.3M |
| 7 | HORIZON EYE CARE, P.A. HORIZON EYE CARE, P.A. 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 254 | $32.8M | $5.6M |
| 8 | LEGACY TRADITIONAL SCHOOLS LEGACY TRADITIONAL SCHOOLS 401(K) PLAN | CHANDLER AZ | 1,519 | $32.5M | $4.4M |
| 9 | NELSON BROTHERS, INC. NELSON BROTHERS, INC. EMPLOYEE CAPITAL ACCUMULATION 401(K) PLAN | BIRMINGHAM AL | 489 | $54.8M | $4.0M |
| 10 | OLYMPUS HOLDINGS, LLC OLYMPUS HOLDINGS, LLC & AFFILIATES 401(K) PLAN | MORRISTOWN NJ | 139 | $31.6M | $3.8M |
