Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Fidelity 500 Index-Institutional Premium in their Schedule of Assets, totaling $52.6M 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 | POLY-AMERICA, L.P. POLY-AMERICA, L.P. RETIREMENT PLAN | GRAND PRAIRIE TX | 4,715 | $233.1M | $19.0M |
| 2 | BELFOR USA GROUP, INC. BELFOR GROUP 401(K) PLAN | BIRMINGHAM MI | 2,528 | $173.2M | $16.9M |
| 3 | WEITZ & LUXENBERG, P.C. WEITZ & LUXENBERG EMPLOYEE SAVINGS PLAN |
NEW YORK NY |
| 379 |
| $40.8M |
| $11.2M |
| 4 | THE EMPLOYER GROUP, INC. THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN | VERONA WI | 693 | $30.9M | $3.8M |
| 5 | SUNNYSIDE PROPERTIES OF SARASOTA, INC. SUNNYSIDE PROPERTIES, INC. RETIREMENT PLAN | SARASOTA FL | 297 | $7.0M | $979K |
| 6 | KNIGHT AUTOMOTIVE GROUP, LLC KNIGHT AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN | TULSA OK | 262 | $10.8M | $293K |
| 7 | SAMFORD UNIVERSITY SAMFORD UNIVERSITY 403(B) SALARY DEFERRAL AND DEFINED CONTRIBUTION PLAN | BIRMINGHAM AL | 1,596 | $127.0M | $198K |
| 8 | CHICAGOLAND EQUIPMENT & SUPPLY ,LLC CHICAGOLAND EQUIPMENT & SUPPLY, LLC 401(K) PLAN | HODGKINS IL | 187 | $4.7M | $183K |
| 9 | CARROLL HOSPITAL CENTER, INC. CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN | OWINGS MILLS MD | 2,254 | $155.1M | $10K |
