Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Fidelity® 500 Index Institutional Prem in their Schedule of Assets, totaling $324.5M 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 | PAUL HASTINGS LLP PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 2,507 | $1.1B | $188.2M |
| 2 | BOARD OF TRUSTEES OF THE RETIREMENT PLAN RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY SHEET METAL WORKERS LOCAL UNION 18 | WAUKESHA WI | 1,960 | $374.0M | $21.1M |
| 3 | ORTHOPEDIC ONE, INC. |
WESTERVILLE OH |
| 699 |
| $152.0M |
| $18.7M |
| 4 | HOBART AND WILLIAM SMITH COLLEGES HOBART AND WILLIAM SMITH COLLEGES RETIREMENT PLAN | GENEVA NY | 651 | $240.5M | $15.4M |
| 5 | DURHAM SCHOOL SERVICES, L.P. NATIONAL EXPRESS SAFE HARBOR 401K PLAN | LISLE IL | 17,262 | $129.9M | $13.6M |
| 6 | ASCENTEK SERVICES LLC ASCENTEK SERVICES, LLC 401(K) PLAN | GOLDEN VALLEY MN | 732 | $67.8M | $13.3M |
| 7 | TOYOTETSU AMERICA, INC. TTAI 401(K) PLAN | SOMERSET KY | 3,074 | $89.9M | $11.5M |
| 8 | TRULIANT FEDERAL CREDIT UNION TRULIANT FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | WINSTON-SALEM NC | 893 | $68.5M | $7.2M |
| 9 | WESTERN TOWBOAT COMPANY WESTERN TOWBOAT COMPANY 401(K) PROFIT SHARING PLAN | SEATTLE WA | 169 | $44.1M | $6.3M |
| 10 | QUALSTAR CREDIT UNION QUALSTAR CREDIT UNION DEFINED BENEFIT PLAN | BOTHELL WA | 79 | $34.9M | $5.7M |
