Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding Fidelity 500 Index Pooled separate account - in their Schedule of Assets, totaling $99.2M 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 | HARKINS ADMINISTRATIVE SERVICES HARKINS ADMINISTRATIVE SERVICES, INC. 401(K) PROFIT SHARING PLAN | SCOTTSDALE AZ | 1,449 | $48.9M | $11.8M |
| 2 | CEMSTONE PRODUCTS COMPANY AMCON, CEMSTONE AND TCC EMPLOYEE SAVINGS PLAN | MENDOTA HEIGHTS MN | 1,029 | $129.0M | $10.6M |
| 3 | LEVEL 10 CONSTRUCTION, LP |
SUNNYVALE CA |
| 163 |
| $35.1M |
| $9.2M |
| 4 | APPLIED AEROSPACE STRUCTURES CORP. APPLIED AEROSPACE 401(K) SAVINGS PLAN | STOCKTON CA | 519 | $59.0M | $8.0M |
| 5 | INTEGRATED FINANCIAL SETTLEMENTS INTEGRATED FINANCIAL SETTLEMENTS, INC. 401(K) PLAN | GREENWOOD VILLAGE CO | 190 | $46.7M | $7.0M |
| 6 | UNITED GRAIN CORPORATION UNITED GRAIN RETIREMENT AND SAVINGS PLAN | VANCOUVER WA | 106 | $42.1M | $6.1M |
| 7 | IONQ, INC. IONQ 401(K) PLAN | COLLEGE PARK MD | 376 | $24.8M | $5.7M |
| 8 | UNITED BANKERS BANCORPORATION, INC. UNITED BANKERS' BANCORPORATION, INC. 401(K) SAVINGS PLAN | BLOOMINGTON MN | 128 | $28.4M | $4.3M |
| 9 | INTEGRIS BIOSERVICES, LLC KCAS BIOANALYTICAL AND BIOMARKER SERVICES 401(K) PLAN | OLATHE KS | 338 | $17.9M | $3.5M |
| 10 | ASCENDUM MACHINERY, INC. ASCENDUM MACHINERY, INC. 401(K) PLAN | HUNTERSVILLE NC | 305 | $26.8M | $3.3M |
