Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Fidelity® 500 Index Institutional Prem Registered Investment Company in their Schedule of Assets, totaling $109.0M 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 | DANONE NORTH AMERICA PUBLIC BENEFIT CORPORATION DANONE U.S. 401(K) PLAN | WHITE PLAINS NY | 5,415 | $772.6M | $82.6M |
| 2 | GOODFELLOW CIVIL CORP. GOODFELLOW BROS., LLC PROFIT SHARING AND 401(K) PLAN | WENATCHEE WA | 422 | $174.3M | $6.3M |
| 3 | RITZVILLE WAREHOUSE COMPANY |
RITZVILLE WA |
| 88 |
| $26.8M |
| $5.0M |
| 4 | GOODFELLOW BROS., LLC. GOODFELLOW BROS., LLC PROFIT SHARING AND 401(K) PLAN | WENATCHEE WA | 395 | $126.1M | $4.3M |
| 5 | ICOM AMERICA, INC. ICOM AMERICA, INC. PROFIT SHARING AND 401(K) PLAN AND TRUST | KIRKLAND WA | 92 | $17.8M | $2.5M |
| 6 | OLYMPIA FEDERAL SAVINGS AND LOAN ASSOCIATION OLYMPIA FEDERAL SAVINGS & LOAN ASSOCIATION 401(K) PLAN AND TRUST | OLYMPIA WA | 113 | $21.8M | $2.4M |
| 7 | SANDIA AREA FEDERAL CREDIT UNION SANDIA AREA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | ALBUQUERQUE NM | 144 | $15.9M | $1.9M |
| 8 | SALEM ONE, INC. SALEM ONE, INC. EMPLOYEES SAVINGS TRUST | WINSTON SALEM NC | 198 | $10.9M | $948K |
| 9 | WALLACE GRAPHICS, INC. WALLACE GRAPHICS, INC. 401(K) PLAN | DULUTH GA | 124 | $8.5M | $919K |
| 10 | ADVANCED PHYSICAL THERAPY & SPORTS MEDICINE ADVANCED PHYSICAL THERAPY 401(K) PLAN | APPLETON WI | 119 | $11.0M | $555K |
