Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity Fidelity® 500 Index Fund a in their Schedule of Assets, totaling $85.8M 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 | O'NEAL STEEL, INC. O'NEAL STEEL 401(K) PLAN | BIRMINGHAM AL | 3,140 | $426.4M | $31.6M |
| 2 | UNITED STATES TENNIS ASSOCIATION UNITED STATES TENNIS ASSOCIATION RETIREMENT PLAN | PURCHASE NY | 622 | $123.1M | $14.5M |
| 3 | ANESTHESIA ASSOCIATES OF ANESTHESIA ASSOCIATES OF GAINESVILLE, LLC 401(K) |
GAINESVILLE GA |
| 129 |
| $50.8M |
| $10.5M |
| 4 | UNITED GENERATIONS, LLC THE 401(K) PLAN OF UNITED GENERATIONS, LLC | WAUKEGAN IL | 299 | $87.8M | $7.0M |
| 5 | CHOATE CONSTRUCTION COMPANY CHOATE CONSTRUCTION COMPANY PROFIT SHARING PLAN | ATLANTA GA | 573 | $88.4M | $6.0M |
| 6 | ENVIRONMENTAL SCIENCE U.S. LLC ENVIRONMENTAL SCIENCE U.S. LLC 401(K) PLAN | CARY NC | 327 | $30.9M | $4.4M |
| 7 | AVADIAN CREDIT UNION AVADIAN CREDIT UNION 401(K) PLAN | BIRMINGHAM AL | 277 | $25.6M | $2.5M |
| 8 | JOHN H. NORTHROP & ASSOCIATES, INC. JOHN H. NORTHROP & ASSOCIATES, INC. 401(K) SAFE HARBOR PLAN | CALIFORNIA MD | 151 | $14.1M | $2.3M |
| 9 | COLLATERAL HOLDINGS, LLC THE COLLATERAL FAMILY OF COMPANIES 401(K) PLAN | BIRMINGHAM AL | 185 | $12.5M | $2.1M |
| 10 | AVCON, INC. AVCON, INC. 401(K) RETIREMENT PLAN | ORLANDO FL | 110 | $25.0M | $1.3M |
