Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Fidelity 500 Index Mutual fund NR in their Schedule of Assets, totaling $219.2M 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 | SERCO INC. SERCO INC. 401(K) RETIREMENT PLAN | HERNDON VA | 7,147 | $744.1M | $115.0M |
| 2 | THE UNITED STATES PHARMACOPEIAL CONVENTION THE UNITED STATES PHARMACOPEIAL CONVENTION 401(K) SAVINGS PLAN | ROCKVILLE MD | 871 | $344.2M | $45.2M |
| 3 | NOVAVAX, INC. NOVAVAX, INC. 401(K) PROFIT SHARING PLAN |
GAITHERSBURG MD |
| 767 |
| $113.2M |
| $14.5M |
| 4 | SCIENCE & ENGINEERING SERVICES, INC. SCIENCE & ENGINEERING SERVICES, INC. 401(K) PLAN | COLUMBIA MD | 673 | $71.5M | $11.6M |
| 5 | ABACUS TECHNOLOGY CORPORATION ABACUS TECHNOLOGY CORPORATION 401(K) PLAN AND TRUST | CHEVY CHASE MD | 738 | $108.8M | $9.6M |
| 6 | SEV1TECH, LLC SEV1TECH, LLC 401(K) PLAN | WOODBRIDGE VA | 962 | $115.2M | $8.5M |
| 7 | WELBEHEALTH LLC WELBEHEALTH 401(K) PLAN | COVINA CA | 1,854 | $39.5M | $3.4M |
| 8 | KAHLIG MOTOR COMPANY, INC. NORTH PARK LEXUS OF SAN ANTONIO KAHLIG MOTOR COMPANY, INC. NORTH PARK LEXUS OF SAN ANTONIO 401(K) PLAN | SAN ANTONIO TX | 342 | $29.1M | $2.7M |
| 9 | STRATUS SOLUTIONS INC. APPLIED INSIGHT 401(K) PLAN FOR FORMER STRATUS EMPLOYEES | FULTON MD | 40 | $14.2M | $2.1M |
| 10 | NORTH PARK LINCOLN MERCURY, INC. NORTH PARK LINCOLN MERCURY, INC. 401(K) PLAN | SAN ANTONIO TX | 268 | $20.8M | $1.9M |
