Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Fidelity 500 Index Mutual fund (1) in their Schedule of Assets, totaling $569.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OASIS OUTSOURCING HOLDINGS, INC. AND ITS AFFILIATES OASIS RETIREMENT SAVINGS PLAN | WEST PALM BEACH FL | 84,093 | $2.1B | $383.5M |
| 2 | BAKER & HOSTETLER LLP BAKER & HOSTETLER LLP SUPPLEMENTAL/401K RETIREMENT PLAN | CLEVELAND OH | 1,897 | $1.2B | $125.5M |
| 3 | ROBERTET, INC. ROBERTET USA 401(K) PLAN |
MT. OLIVE NJ |
| 404 |
| $111.9M |
| $25.5M |
| 4 | DIETZ & WATSON, INC. DIETZ & WATSON, INC. DEFERRED SALARY SAVINGS PLAN | PHILADELPHIA PA | 610 | $43.2M | $8.6M |
| 5 | SLAVIC INTEGRATED ADMINISTRATION, INC. SLAVIC SECURE PEP | BOCA RATON FL | 2,840 | $49.1M | $4.1M |
| 6 | PLAYFLY, LLC PLAYFLY, LLC 401(K) PLAN | BERWYN PA | 643 | $32.4M | $3.5M |
| 7 | MONTGOMERY BELL ACADEMY MONTGOMERY BELL ACADEMY 403(B) TAX SHELTERED INVESTMENT PROGRAM | NASHVILLE TN | 164 | $41.9M | $3.3M |
| 8 | ZEUS FIRE AND SECURITY LLC ZEUS FIRE & SECURITY RETIREMENT PLAN | PAOLI PA | 674 | $24.2M | $3.1M |
| 9 | EYECARE MEDICAL GROUP EYECARE MEDICAL GROUP EMPLOYEE STOCK OWNERSHIP 401(K) PLAN | PORTLAND ME | 138 | $18.8M | $2.3M |
| 10 | USSC ACQUISITION CORP. USSC RETIREMENT PLAN | EXTON PA | 339 | $16.1M | $2.2M |
