Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 51 U.S. retirement plans report holding Fidelity Fidelity® 500 Index Fund N/R in their Schedule of Assets, totaling $647.0M 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 | ULINE, INC. ULINE, INC. PROFIT SHARING PLAN AND TRUST | PLEASANT PRAIRIE WI | 8,509 | $968.3M | $129.9M |
| 2 | TALEN ENERGY SUPPLY, LLC TALEN ENERGY RETIREMENT SAVINGS PLAN | HOUSTON TX | 1,984 | $663.8M | $81.9M |
| 3 | J.CREW GROUP, LLC J.CREW GROUP, LLC. 401(K) SAVINGS PLAN |
NEW YORK NY |
| 13,372 |
| $339.1M |
| $45.7M |
| 4 | BRIGHTVIEW LANDSCAPES, LLC THE BRIGHTVIEW 401(K) PLAN | BLUE BELL PA | 14,899 | $378.4M | $37.0M |
| 5 | INTEGRATIVE EMERGENCY SERVICES, LLC INTEGRATIVE EMERGENCY SERVICES, LLC 401(K) PLAN | DALLAS TX | 982 | $108.1M | $29.0M |
| 6 | BENTLEY UNIVERSITY BENTLEY UNIVERSITY RETIREMENT PLAN | WALTHAM MA | 1,279 | $500.5M | $28.1M |
| 7 | ACTS RETIREMENT - LIFE COMMUNITIES, INC. ACTS RETIREMENT - LIFE COMMUNITIES, INC. RETIREMENT SAVINGS PLAN - 401(K) | FT WASHINGTON PA | 6,188 | $227.0M | $27.4M |
| 8 | SQUARESPACE, INC. SQUARESPACE, INC. 401(K) PLAN | NEW YORK NY | 1,365 | $187.2M | $27.0M |
| 9 | VAIL HEALTH HOSPITAL VAIL HEALTH HOSPITAL RETIREMENT PLAN | VAIL CO | 1,788 | $189.8M | $26.2M |
| 10 | HYDRITE CHEMICAL CO. CHEMICAL EMPLOYEES' 401(K) PLAN | BROOKFIELD WI | 1,015 | $268.9M | $21.4M |
