Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity 500 Index Mutual fund a in their Schedule of Assets, totaling $91.7M 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 | BIOTRONIK CORPORATE SERVICES US, INC. BIOTRONIK/MICRO SYSTEMS ENGINEERING 401(K) PLAN | LAKE OSWEGO OR | 1,241 | $306.3M | $41.4M |
| 2 | XR TRADING LLC XR TRADING LLC 401(K) PLAN | CHICAGO IL | 84 | $48.6M | $13.7M |
| 3 | ADVANCED SOLUTIONS INTERNATIONAL, INC. ADVANCED SOLUTIONS INTERNATIONAL, INC. 401(K) RETIREMENT PLAN |
AUSTIN TX |
| 184 |
| $39.7M |
| $9.0M |
| 4 | VERSAR, INC. VERSAR EMPLOYEE 401(K) PLAN | WASHINGTON DC | 1,035 | $56.6M | $8.8M |
| 5 | DIESEL EQUIPMENT COMPANY, INC. THE DIESEL EQUIPMENT COMPANY, INC. SAVINGS PLAN AND TRUST | MONTGOMERY AL | 372 | $17.7M | $3.9M |
| 6 | NEWSBANK, INC. NEWSBANK RETIREMENT SAVINGS PLAN | CHESTER VT | 330 | $59.1M | $3.5M |
| 7 | OPUS SOLUTIONS, LLC OPUS SOLUTIONS, LLC 401(K) RETIREMENT PLAN | BEAVERTON OR | 424 | $36.1M | $3.3M |
| 8 | WI-TRONIX, LLC WI-TRONIX, LLC PROFIT SHARING PLAN | BOLINGBROOK IL | 159 | $30.4M | $2.5M |
| 9 | IMAGING BUSINESS MACHINES, LLC IMAGING BUSINESS MACHINES 401(K) PLAN | IRONDALE AL | 287 | $24.3M | $2.1M |
| 10 | FACTOR LAW INC. FACTOR 401(K) RETIREMENT PLAN | CHICAGO IL | 69 | $6.2M | $1.3M |
