Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Fidelity 500 Index Fund (1) in their Schedule of Assets, totaling $26.4M 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 | UPL NA INC. UPL NA INC. 401(K) PLAN | DURHAM NC | 412 | $95.3M | $13.4M |
| 2 | AMERICAN REALTY CAPITAL LLC AMERICAN REALTY CAPITAL 401(K) RETIREMENT PLAN | JENKINTOWN PA | 85 | $24.5M | $7.2M |
| 3 | ALOM TECHNOLOGIES CORPORATION ALOM TECHNOLOGIES CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST |
FREMONT CA |
| 214 |
| $17.4M |
| $3.9M |
| 4 | UNITED CHESTER INDUSTRIES, INC., DBA UNITED MECHANICAL UNITED CHESTER INDUSTRIES, INC. 401(K) PLAN | DALLAS TX | 200 | $20.1M | $1.2M |
| 5 | INDEVCO NORTH AMERICA, INC. INDEVCO NORTH AMERICA, INC. 401(K) PLAN | DOSWELL VA | 248 | $8.8M | $607K |
