Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity FID 500 Index N/A in their Schedule of Assets, totaling $22.9M 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 | TAUBER OIL COMPANY TAUBER OIL COMPANY 401(K) PROFIT SHARING PLAN | HOUSTON TX | 139 | $52.5M | $6.1M |
| 2 | SPECIALTY COATING SYSTEMS, INC. SPECIALTY COATING SYSTEMS 401(K) PLAN | INDIANAPOLIS IN | 463 | $48.5M | $5.0M |
| 3 | AMERICAN TRAILER WORLD CORP DBA ATW ATW RETIREMENT SAVINGS PLAN |
ADDISON TX |
| 3,452 |
| $48.5M |
| $4.4M |
| 4 | THE PERRYMAN COMPANY THE PERRYMAN COMPANY NEW COMPARABILITY PROFIT SHARING PLAN | HOUSTON PA | 703 | $101.6M | $3.8M |
| 5 | GYANSYS, INC. GYANSYS, INC. 401(K) PLAN | CARMEL IN | 132 | $22.3M | $2.4M |
| 6 | PFL TECH, INC PFL TECH, INC. 401(K) PLAN | LIVINGSTON MT | 210 | $25.0M | $1.0M |
| 7 | ULTIMATE HOME SERVICES ULTIMATE HOME SERVICES 401(K) PLAN | WORTHINGTON OH | 183 | $6.3M | $154K |
