Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity 500 Index Fund—Premium Class in their Schedule of Assets, totaling $51.1M 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 | BEEMOK CAPITAL LLC BEEMOK CAPITAL LLC PLAN | CHARLESTON SC | 775 | $46.5M | $13.3M |
| 2 | IEM INTERNATIONAL, INC. IEM INTERNATIONAL, INC. RETIREMENT SAVINGS PLAN | MORRISVILLE NC | 707 | $46.9M | $6.1M |
| 3 | MIDDLESEX WATER CO. MIDDLESEX WATER COMPANY 401(K) PLAN |
ISELIN NJ |
| 360 |
| $78.4M |
| $5.9M |
| 4 | THE SHUBERT ORGANIZATION, INC. SHUBERT 401(K) SAVINGS PLAN | NEW YORK NY | 391 | $81.4M | $5.0M |
| 5 | STANFORD BROTHERS, INC DBA VARSITY FORD VARSITY FORD 401K PLAN | ANN ARBOR MI | 175 | $26.9M | $4.1M |
| 6 | VARSITY LINCOLN INC VARSITY LINCOLN 401(K) PLAN | NOVI MI | 155 | $19.2M | $3.6M |
| 7 | JEANNE DARC CREDIT UNION JEANNE D'ARC CREDIT UNION 401(K) PLAN | LOWELL MA | 287 | $38.3M | $3.5M |
| 8 | OPTIMAS OE SOLUTIONS, LLC OPTIMAS OE SOLUTIONS, LLC EMPLOYEE SAVINGS PLAN | WOOD DALE IL | 481 | $52.4M | $3.2M |
| 9 | AMERICAN ACADEMY OF DERMATOLOGY, INC. PENSION PLAN AMERICAN ACADEMY OF DERMATOLOGY, INC PENSION PLAN | ROSEMONT IL | 211 | $20.4M | $2.4M |
| 10 | AUMA ACTUATORS, INC. AUMA ACTUATORS, INC. 401(K) | CANONSBURG PA | 138 | $13.9M | $1.3M |
