Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Fid 500 Indx in their Schedule of Assets, totaling $4.1M 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 | COASTAL BEVERAGE COMPANY, INC. COASTAL BEVERAGE COMPANY, INC. PROFIT SHARING/401(K) PLAN | WILMINGTON NC | 550 | $27.1M | $1.4M |
| 2 | SOC LLC CREWS AUTO GROUP 401(K) PLAN | CHARLESTON SC | 145 | $8.5M | $994K |
| 3 | PAUL MILLER, INC. PAUL MILLER & ITS AFFILIATES 401(K) PLAN |
PARSIPPANY NJ |
| 655 |
| $44.5M |
| $696K |
| 4 | FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS HOLDINGS) | LAWRENCEVILLE NJ | 592 | $57.1M | $540K |
| 5 | DUDLEY DEBOSIER, APLC DUDLEY DEBOSIER, APLC 401(K) PROFIT SHARING PLAN | BATON ROUGE LA | 228 | $17.9M | $240K |
| 6 | 741 EIGHTH AVENUE OWNERS LLC 741 EIGHTH AVE 401(K) PLAN | NEW YORK NY | 253 | $3.2M | $238K |
| 7 | ADULT RESOURCES CENTER, INC. (D/B/A A.R.C.) ADULT RESOURCE CENTER, INC. 403(B) PLAN | BROOKLYN NY | 285 | $2.7M | $1K |
