Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Fidelity 500 Index Mutual funds N/A in their Schedule of Assets, totaling $96.1M 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 | TPUSA, INC. TPUSA 401(K) PLAN | SALT LAKE CITY UT | 14,666 | $87.8M | $21.0M |
| 2 | TITAN MACHINERY, INC. TITAN MACHINERY INC. 401(K) PROFIT SHARING PLAN | WEST FARGO ND | 2,458 | $248.9M | $18.3M |
| 3 | TD WILLIAMSON, LLC TD WILLIAMSON, LLC 401(K) THRIFT PLAN AND TRUST |
TULSA OK |
| 893 |
| $127.5M |
| $15.3M |
| 4 | CENTRAL WASHINGTON HEALTH SERVICES ASSOCIATION CENTRAL WASHINGTON HEALTH SERVICES ASSOCIATION TAX SHELTERED ANNUITY PLAN | WENATCHEE WA | 1,648 | $141.7M | $12.0M |
| 5 | UNIVERSITY FINANCIAL CORPORATION UNIVERSITY FINANCIAL CORPORATION EMPLOYEE SAVINGS PLAN | SAINT PAUL MN | 328 | $41.8M | $6.4M |
| 6 | DOUGLAS A. THOM CLINIC, INC. DOUGLAS A. THOM CLINIC, INC. RETIREMENT PLAN | FRAMINGHAM MA | 644 | $39.6M | $4.1M |
| 7 | CLEARLINK TECHNOLOGIES, LLC CLEARLINK 401(K) PLAN | DRAPER UT | 796 | $24.6M | $3.5M |
| 8 | PRIME HOLDINGS INSURANCE SERVICES, INC. PRIME HOLDINGS INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN | SANDY UT | 232 | $23.1M | $2.9M |
| 9 | NOVELLE HEALTH, LLC NOVELLE HEALTH, LLC 401(K) RETIREMENT PLAN | OLDSMAR FL | 288 | $29.4M | $2.1M |
| 10 | SOLUTIONREACH, INC. SOLUTIONREACH 401(K) PLAN | LEHI UT | 197 | $17.1M | $2.0M |
