Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity 500 Index Fund Shares of registered investment companies in their Schedule of Assets, totaling $94.2M 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 | ELECTROLUX HOME PRODUCTS, INC. ELECTROLUX HOME PRODUCTS, INC. RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 2,150 | $481.5M | $81.6M |
| 2 | ELECTROLUX HOME PRODUCTS, INC. ELECTROLUX HOME PRODUCTS, INC. THRIFT PLAN | CHARLOTTE NC | 4,520 | $127.0M | $9.5M |
| 3 | ZONE & COMPANY SOFTWARE CONSULTING LLC |
BOSTON MA |
| 128 |
| $7.3M |
| $1.3M |
| 4 | GAIA HERBS, INC. GAIA HERBS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | BREVARD NC | 259 | $11.7M | $1.2M |
| 5 | COWLITZ FAMILY HEALTH CENTER COWLITZ FAMILY HEALTH CENTER 403(B) PLAN | LONGVIEW WA | 192 | $7.9M | $597K |
| 6 | HABITAT FOR HUMANITY PORTLAND METRO EAST HABITAT FOR HUMANITY PORTLAND METRO EAST 403(B) PLAN | PORTLAND OR | 118 | $4.3M | $40K |
