Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fidelity 500 Index Premium - in their Schedule of Assets, totaling $186.3M 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 | MUNSON HEALTHCARE MUNSON 403(B) PLAN | TRAVERSE CITY MI | 8,230 | $485.7M | $85.5M |
| 2 | MUNSON HEALTHCARE MUNSON 401(K) PLAN | TRAVERSE CITY MI | 8,394 | $123.9M | $18.2M |
| 3 | DURR SYSTEMS, INC. DURR SYSTEMS, INC. 401(K) PLAN | SOUTHFIELD MI |
| 800 |
| $194.1M |
| $17.7M |
| 4 | SAZERAC COMPANY, INC. SAZERAC COMPANY, INC. 401(K) PLAN | LOUISVILLE KY | 3,214 | $166.6M | $16.5M |
| 5 | DURR, INC. DURR, INC. 401(K) PLAN | SOUTHFIELD MI | 696 | $176.3M | $13.0M |
| 6 | GALLAGHER-KAISER CORPORATION GALLAGHER-KAISER CORPORATION TAX DEFERRED SAVINGS PLAN | TROY MI | 419 | $74.8M | $11.8M |
| 7 | CURIUM US LLC CURIUM US LLC 401(K) PLAN | ST. LOUIS MO | 541 | $85.1M | $9.8M |
| 8 | ASPIRIANT LLC ASPIRIANT 401(K) AND PROFIT SHARING PLAN | SAN FRANCISCO CA | 231 | $75.4M | $5.7M |
| 9 | IMPRESSIONS, INC IMPRESSIONS INCORPORATED PROFIT SHARING AND SAVINGS PLAN | ST. PAUL MN | 0 | $0 | $3.6M |
| 10 | SAZERAC COMPANY, INC. SAZERAC COMPANY, INC. 401(K) PLAN FOR UNION EMPLOYEES | FRANKFURT KY | 1,456 | $102.8M | $1.8M |
