Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity 500 Index Registered investment company (y) in their Schedule of Assets, totaling $33.4M 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 | ANESTHESIOLOGY SERVICES NETWORK LTD ANESTHESIOLOGY SERVICES NETWORK, LTD. 401(K) PROFIT SHARING | DAYTON OH | 176 | $159.4M | $12.2M |
| 2 | ST HENRY TILE CO., INC ST. HENRY TILE COMPANY, INC 401K PROFIT SHARING PLAN | SAINT HENRY OH | 142 | $34.3M | $5.8M |
| 3 | HY-TEK MATERIAL HANDLING, LLC |
COLUMBUS OH |
| 565 |
| $48.1M |
| $4.5M |
| 4 | MINSTER BANK MINSTER BANK PROFIT SHARING PLAN | MINSTER OH | 92 | $27.7M | $3.6M |
| 5 | JOYCE/DAYTON CORP. JOYCE/DAYTON CORP. SAVINGS PLAN AND TRUST | KETTERING OH | 186 | $20.7M | $2.7M |
| 6 | DAYTON-HEIDELBERG DISTRIBUTIONG CO., LLC DAYTON-HEIDELBERG 401(K) PLAN | MORAINE OH | 1,356 | $102.1M | $2.0M |
| 7 | GREEN TOKAI CO., LTD. GREEN TOKAI CO., LTD. 401(K) PLAN | BROOKVILLE OH | 581 | $21.2M | $1.4M |
| 8 | SIGNATURE PARTNERS, INC. SIGNATURE 4 / FORTY NINE DEGREES/VISIONARY PARTNERS LTD 401(K) PLAN | COLDWATER OH | 188 | $19.2M | $1.1M |
| 9 | DAYTON-HEIDELBERG DISTRIBUTIONG CO., LLC TEAMSTERS LOCAL 957 401(K) PLAN | MORAINE OH | 299 | $8.4M | $125K |
