Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity 500 Index Fund Registered investment company N/a in their Schedule of Assets, totaling $90.8M 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 | R&L CARRIERS, INC. R&L CARRIERS, INC. 401(K) RETIREMENT SAVINGS PLAN | WILMINGTON OH | 21,397 | $472.6M | $74.8M |
| 2 | APEX CLEAN ENERGY, INC. APEX CLEAN ENERGY, INC. 401(K) PLAN | CHARLOTTESVILLE VA | 431 | $49.0M | $6.5M |
| 3 | BELDEN HOLDING AND ACQUISITION COMPANY BELDEN HOLDING AND ACQUISITION COMPANY 401(K) PLAN |
CANTON OH |
| 639 |
| $52.7M |
| $5.8M |
| 4 | MALCO TOOLS, INC. MALCO TOOLS, INC. 401(K) PLAN | ANNANDALE MN | 152 | $21.4M | $1.7M |
| 5 | SUMMIT COUNTRY DAY SCHOOL, INC. SUMMIT COUNTRY DAY SCHOOL EMPLOYEE'S PENSION PLAN | CINCINNATI OH | 246 | $25.8M | $1.7M |
| 6 | STREETSENSE, LLC STREETSENSE 401(K) PLAN | WASHINGTON DC | 104 | $9.8M | $342K |
| 7 | FORTUNE TRANSPORTATION FORTUNE TRANSPORTATION 401K AND PROFIT SHARING PLAN | WINDOM MN | 176 | $9.6M | $13K |
| 8 | CENTER FOR FAMILY SERVICES, INC. CENTER FOR FAMILY SERVICES, INC. 403(B) PLAN | CAMDEN NJ | 250 | $4.3M | $1K |
