Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding FIDELITY FIDELITY 500 INDEX MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $88.1M 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 | EISENHOWER MEDICAL ASSOCIATES INC. EISENHOWER MEDICAL ASSOCIATES 401K PROFIT SHARING PLAN | RANCHO MIRAGE CA | 313 | $121.3M | $24.9M |
| 2 | ENDRESS+HAUSER INC. ENDRESS+HAUSER INC. EMPLOYEES 401K/RETIREMENT SAVINGS PLAN | GREENWOOD IN | 983 | $159.5M | $17.8M |
| 3 | EGIS BLN USA INC. |
INDIANAPOLIS IN |
| 202 |
| $37.7M |
| $5.8M |
| 4 | GREAT PLAINS HEALTH ALLIANCE GREAT PLAINS HEALTH ALLIANCE TAX DEFERRED ANNUITY PLAN | PHILLIPSBURG KS | 1,019 | $37.9M | $4.0M |
| 5 | MARY RUTAN HEALTH ASSOCIATION OF LOGAN COUNTY MARY RUTAN HEALTH ASSOCIATION OF LOGAN COUNTY EMPLOYEES PENSION PLAN | BELLEFONTAINE OH | 581 | $79.2M | $2.6M |
| 6 | NOVA FINANCIAL & INVESTMENT CORPORATION NOVA FINANCIAL & INVESTMENT CORP. EMPLOYEES 401K PROFIT SHARING PLAN | TUCSON AZ | 335 | $38.9M | $2.4M |
| 7 | NATIONAL VAN LINES INC. NATIONAL VAN LINES INC. 401K PLAN | BROADVIEW IL | 169 | $16.1M | $2.3M |
| 8 | MARY RUTAN HEALTH ASSOCIATION OF LOGAN COUNTY MARY RUTAN HEALTH ASSOCIATION OF LOGAN COUNTY TAX DEFERRED ANNUITY PLAN | BELLEFONTAINE OH | 731 | $37.6M | $2.2M |
| 9 | LYNGBLOMSTEN CARE CENTER INC. LYNGBLOMSTEN CARE CENTER INC. TAX DEFERRED ANNUITY PLAN | SAINT PAUL MN | 563 | $16.2M | $2.2M |
| 10 | LAMARQUE MOTOR COMPANY LAMARQUE MOTOR COMPANY 401K PLAN | KENNER LA | 221 | $11.3M | $2.1M |
