Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity 500 Index Mutual fund N/R in their Schedule of Assets, totaling $74.3M 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 | ALI GROUP NORTH AMERICA CORPORATION ALI GROUP RETIREMENT PLAN | VERNON HILLS IL | 4,141 | $479.3M | $27.9M |
| 2 | BATES WHITE, LLC. BATES WHITE, LLC 401(K) PLAN | WASHINGTON DC | 363 | $126.0M | $26.6M |
| 3 | CORE NATURAL RESOURCES, INC. CONSOL ENERGY INC. INVESTMENT PLAN |
CANONSBURG PA |
| 2,065 |
| $270.5M |
| $14.5M |
| 4 | SOMATUS INC. SOMATUS INC. 401K PLAN | MCLEAN VA | 1,238 | $19.9M | $2.3M |
| 5 | POHANKA AUTO WEST, INC. POHANKA AUTO WEST, INC. 401(K) PLAN | CHANTILLY VA | 648 | $43.3M | $2.2M |
| 6 | DSFEDERAL, INC. DSFEDERAL, INC. 401(K) RETIREMENT PLAN | ROCKVILLE MD | 100 | $8.7M | $815K |
| 7 | COMMUNITY STATE BANK COMMUNITY STATE BANK 401(K) PLAN | ORBISONIA PA | 90 | $5.5M | $119K |
