Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 41 U.S. retirement plans report holding Fidelity Fidelity 500 Index Fd in their Schedule of Assets, totaling $83.7M 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 | ADVANCED TECHNOLOGY SYSTEMS GROUP, LLC ADVANCED TECHNOLOGY SYSTEMS GROUP 401(K) PLAN | TROY MI | 489 | $34.5M | $8.9M |
| 2 | HARVEST SHERWOOD FOOD DISTRIBUTORS, INC HARVEST SHERWOOD FOOD DISTRIBUTORS EMPLOYEE 401(K) PLAN | NATIONAL CITY CA | 1,206 | $87.8M | $7.8M |
| 3 | SPORTSMEDIA TECHNOLOGY CORPORATION |
DURHAM NC |
| 453 |
| $40.9M |
| $6.4M |
| 4 | UNITED WAY OF GREATER ATLANTA, INC. THE PENSION PLAN OF UNITED WAY OF GREATER ATLANTA, INC. | ATLANTA GA | 57 | $17.3M | $5.5M |
| 5 | HARVEST SHERWOOD FOOD DISTRIBUTORS, INC HARVEST SHERWOOD FOOD DISTRIBUTORS EMPLOYEE 401(K) PLAN | NATIONAL CITY CA | 1,099 | $69.8M | $5.3M |
| 6 | CASSENA CARE, LLC CROSSWAY 401(K) PLAN | WOODBURY NY | 2,868 | $97.4M | $3.8M |
| 7 | THE MENTHOLATUM COMPANY THE MENTHOLATUM COMPANY 401(K) SAVINGS AND PROFIT SHARING PLAN | ORCHARD PARK NY | 275 | $49.1M | $3.6M |
| 8 | AMERICAN HEALTH CARE RANDOLPH HEALTH 401(K) PLAN | LOS ANGELES CA | 1,139 | $41.2M | $3.5M |
| 9 | NEW WORLD MEDICAL NEW WORLD MEDICAL 401(K) PLAN | RANCHO CUCAMONGA CA | 198 | $20.3M | $3.2M |
| 10 | EVOLVEHR V, INC. EVOLVEHR RETIREMENT PLAN | CHICAGO IL | 659 | $40.6M | $3.0M |
