Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity Fidelity 500 Index (1) in their Schedule of Assets, totaling $83.2M 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 | RAYONIER ADVANCED MATERIALS INC. RYAM 401(K) PLAN FOR SALARIED EMPLOYEES | JACKSONVILLE FL | 446 | $123.6M | $24.3M |
| 2 | SMITH & WESSON BRANDS, INC. SMITH & WESSON BRANDS, INC. PROFIT SHARING AND INVESTMENT PLAN | MARYVILLE TN | 1,417 | $256.9M | $16.1M |
| 3 | CONCORD HOSPITALITY ENTERPRISES COMPANY, LLC |
RALEIGH NC |
| 8,068 |
| $73.8M |
| $10.0M |
| 4 | MIDWEST ANESTHESIA PARTNERS LLC MIDWEST ANESTHESIA PARTNERS LLC 401(K) P/S PLAN | NAPERVILLE IL | 108 | $139.7M | $9.2M |
| 5 | RAYONIER ADVANCED MATERIALS INC. RYAM 401(K) PLAN FOR JESUP HOURLY EMPLOYEES | JACKSONVILLE FL | 624 | $70.1M | $6.6M |
| 6 | ELITE SPORTS MEDICINE AND ORTHOPAEDIC CENTER, PLC ELITE SPORTS MEDICINE & ORTHOPAEDIC CENTER, PLC 401(K)PROFIT SHARING PLAN | NASHVILLE TN | 290 | $31.2M | $5.1M |
| 7 | FARMERS COOPERATIVE UBG 401(K) - FARMERS COOPERATIVE | DORCHESTER NE | 552 | $27.0M | $4.4M |
| 8 | TOWER EXTRUSIONS, LLC. TOWER EXTRUSIONS, LLC. 401(K) PLAN | OLNEY TX | 784 | $16.7M | $2.0M |
| 9 | RAYONIER ADVANCED MATERIALS INC. RYAM 401(K) PLAN FOR FERNANDINA HOURLY EMPLOYEES | JACKSONVILLE FL | 217 | $22.9M | $2.0M |
| 10 | 2020 COMPANIES, INC. 2020 COMPANIES, INC. 401(K) RETIREMENT PLAN | FORT WORTH TX | 2,153 | $11.0M | $1.5M |
