Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Fidelity 500 Index N/R* in their Schedule of Assets, totaling $190.4M 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 | INSPIRA MEDICAL CENTERS, INC. INSPIRA HEALTH NETWORK 403(B) SAVINGS PLAN | BRIDGETON NJ | 8,268 | $656.8M | $103.0M |
| 2 | J & B GROUP INC. J & B GROUP, INC. 401(K) PLAN AND TRUST | ST. MICHAEL MN | 607 | $96.0M | $13.1M |
| 3 | ARCTIC WOLF NETWORKS, INC. ARCTIC WOLF NETWORKS, INC. 401(K) PLAN |
EDEN PRAIRIE MN |
| 1,437 |
| $88.7M |
| $10.6M |
| 4 | AIR WISCONSIN AIRLINES LLC AIR WISCONSIN AIRLINES SAVINGS PLAN | APPLETON WI | 293 | $59.1M | $10.1M |
| 5 | ELLSWORTH CORPORATION ELLSWORTH CORPORATION 401(K) SAVINGS PLAN | GERMANTOWN WI | 694 | $82.6M | $7.7M |
| 6 | PENN UNITED TECHNOLOGIES, INC. PENN UNITED TECHNOLOGIES, INC. 401(K) PLAN | CABOT PA | 682 | $95.2M | $7.6M |
| 7 | SAGICOR LIFE INSURANCE COMPANY SAGICOR LIFE INSURANCE COMPANY RETIREMENT SAVINGS PLAN | SCOTTSDALE AZ | 149 | $23.1M | $5.0M |
| 8 | TOTAL ADMINISTRATIVE SERVICES CORPORATION TASC 401(K) PLAN | MADISON WI | 687 | $72.5M | $4.8M |
| 9 | ARTHUR J. GLATFELTER AGENCY, INC. GLATFELTER INSURANCE GROUP 401(K) RETIREMENT PLAN | YORK PA | 486 | $65.7M | $4.3M |
| 10 | APRIVA, LLC APRIVA, LLC 401(K) PLAN | PHOENIX AZ | 104 | $10.4M | $3.8M |
