Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity 500 Index Value of interest in registered investment companies in their Schedule of Assets, totaling $24.7M 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 | AG PARTNERS COOP AG PARTNERS COOP 401(K) RETIREMENT PLAN | GOODHUE MN | 525 | $85.7M | $13.3M |
| 2 | HUGG & HALL EQUIPMENT CO. HUGG & HALL EQUIPMENT 401(K) PROFIT SHARING PLAN | LITTLE ROCK AR | 790 | $45.6M | $8.1M |
| 3 | MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLC |
LITTLE ROCK AR |
| 124 |
| $14.6M |
| $1.6M |
| 4 | PRIORITY-1, INC. PRIORITY-1, INC. 401(K) AND PROFIT SHARING PLAN | LITTLE ROCK AR | 858 | $54.1M | $629K |
| 5 | PRIORITY WIRE & CABLE, INC. PRIORITY WIRE & CABLE, INC 401(K) & PROFIT SHARING PLAN | LITTLE ROCK AR | 728 | $70.1M | $599K |
| 6 | MINNEAPOLIS-FOWLERVILLE CORPORATION MINNEAPOLIS-FOWLERVILLE CORPORATION RETIREMENT PLAN | CLEAR LAKE WI | 168 | $9.9M | $516K |
