Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Fidelity Fidelity 500 Index n/a in their Schedule of Assets, totaling $51.1M 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 | QUANTUM HEALTH, INC. QUANTUM HEALTH, INC. 401(K) PLAN | DUBLIN OH | 2,257 | $109.0M | $6.4M |
| 2 | ERP ANALYSTS, INC. ERP ANALYSTS, INC. 401(K) PROFIT SHARING PLAN & TRUST | DUBLIN OH | 416 | $31.2M | $6.0M |
| 3 | TANANA CHIEFS CONFERENCE PROFIT SHARING PLAN FOR EMPLOYEES OF TANANA CHIEFS CONFERENCE |
FAIRBANKS AK |
| 1,170 |
| $67.0M |
| $5.6M |
| 4 | IV MEDIA LLC IV MEDIA LLC 401(K) RETIREMENT PLAN | EDEN PRAIRIE MN | 460 | $44.6M | $4.8M |
| 5 | RESOURCE INTERNATIONAL, INC. RESOURCE INTERNATIONAL, INC. SAVINGS & INVESTMENT 401(K) PLAN | COLUMBUS OH | 167 | $23.5M | $4.3M |
| 6 | PLASTEK INDUSTRIES, INC. THE PLASTEK GROUP 401(K) SAVINGS PLAN | ERIE PA | 1,173 | $64.9M | $3.8M |
| 7 | NATIONAL COUNCIL OF TEACHERS OF MATHEMATICS NATIONAL COUNCIL OF TEACHERS OF MATHEMATICS DEFINED CONTRIBUTION RETIREMENT PLAN | RESTON VA | 24 | $31.9M | $2.8M |
| 8 | THE COLUMBIA GROUP, INC. THE COLUMBIA GROUP 401(K) PROFIT SHARING PLAN | FAIRFAX VA | 117 | $30.1M | $2.8M |
| 9 | R. G. BARRY CORPORATION R.G. BARRY CORPORATION 401(K) PLAN | PICKERINGTON OH | 133 | $17.3M | $2.0M |
| 10 | DONATOS PIZZERIA, LLC DONATOS PIZZERIA 401(K) PLAN | COLUMBUS OH | 856 | $19.1M | $1.7M |
