Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Fidelity 500 Index Registered investment companies - in their Schedule of Assets, totaling $77.8M 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 | FIVE9, INC. FIVE9, INC.401(K) PLAN | SAN RAMON CA | 1,501 | $179.7M | $18.8M |
| 2 | OCHIN, INC. THE OCHIN 401(K) PLAN | PORTLAND OR | 1,227 | $90.3M | $9.4M |
| 3 | ISPOT.TV, INC. ISPOT.TV, INC. 401(K) PLAN | BELLEVUE WA | 406 |
| $45.2M |
| $7.8M |
| 4 | G.W. LISK COMPANY, INC. G.W. LISK COMPANY, INC. EMPLOYEES' SAVINGS & INVESTMENT PLAN | CLIFTON SPRINGS NY | 721 | $54.9M | $7.3M |
| 5 | SERA ARCHITECTS, INC. SERA ARCHITECTS, INC. PROFIT SHARING PLAN | PORTLAND OR | 73 | $17.0M | $5.7M |
| 6 | WASHINGTON AND LEE UNIVERSITY WASHINGTON AND LEE UNIVERSITY DEFINED CONTRIBUTION PLAN | LEXINGTON VA | 1,044 | $436.9M | $4.9M |
| 7 | GREEN BRICK PARTNERS, INC. GREEN BRICK PARTNERS, INC. 401(K) SAVINGS PLAN | PLANO TX | 547 | $32.9M | $3.0M |
| 8 | BUCCANEERS TEAM LLC TAMPA BAY BUCCANEERS 401(K) SAVINGS PLAN | TAMPA FL | 327 | $40.9M | $2.7M |
| 9 | WILDWOOD PROGRAMS WILDWOOD PROGRAMS, INC. TAX DEFERRED ANNUITY PROGRAM | LATHAM NY | 1,195 | $44.9M | $2.7M |
| 10 | CARSON MEDICAL GROUP CARSON MEDICAL GROUP 401(K) RETIREMENT PLAN | CARSON CITY NV | 193 | $36.9M | $2.1M |
