Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Fidelity® 500 Index Fund Registered investment companies in their Schedule of Assets, totaling $199.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EVERFOX HOLDINGS LLC EVERFOX HOLDINGS LLC 401(K) RETIREMENT PLAN | HERNDON VA | 787 | $122.7M | $32.1M |
| 2 | INTERDIGITAL, INC. INTERDIGITAL SAVINGS AND PROTECTION PLAN | WILMINGTON DE | 216 | $138.2M | $26.1M |
| 3 | LUMERIS HEALTHCARE OUTCOMES LUMERIS 401(K) PLAN |
MARYLAND HEIGHTS MO |
| 909 |
| $165.6M |
| $24.0M |
| 4 | BUCHALTER, A PROFESSIONAL CORPORATION BUCHALTER 401(K) PLAN | LOS ANGELES CA | 0 | $209.3M | $16.4M |
| 5 | TRANSTAR INDUSTRIES, LLC THE TRANSTAR EMPLOYEES RETIREMENT SAVINGS PLAN | CLEVELAND OH | 902 | $85.9M | $13.4M |
| 6 | MARCH OF DIMES INC. MARCH OF DIMES, INC. 403(B) PLAN | ARLINGTON VA | 359 | $76.1M | $11.1M |
| 7 | KORBER SUPPLY CHAIN US, INC. KORBER SUPPLY CHAIN US, INC. 401(K) SAVINGS PLAN | BLOOMINGTON MN | 539 | $75.6M | $8.8M |
| 8 | PENTAGON TECHNOLOGIES GROUP, INC. PENTAGON TECHNOLOGIES GROUP, INC. 401(K) PROFIT SHARING PLAN | HAYWARD CA | 675 | $31.1M | $8.4M |
| 9 | ERIE MATERIALS, INC. ERIE MATERIALS, INC. PROFIT SHARING & 401(K) PLAN | SYRACUSE NY | 389 | $87.7M | $7.6M |
| 10 | MALWAREBYTES INC. MALWAREBYTES INC. RETIREMENT SAVINGS PLAN | SANTA CLARA CA | 338 | $61.7M | $6.7M |
