Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding Fidelity Fidelity 500 Index in their Schedule of Assets, totaling $465.4M 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 | P & M HOLDING GROUP, LLP P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES TAX SAVINGS PLAN | SOUTHFIELD MI | 3,611 | $655.4M | $188.4M |
| 2 | ESSILOR OF AMERICA, INC. ESSILOR OF AMERICA RETIREMENT SAVINGS PLAN | DALLAS TX | 7,626 | $924.8M | $62.5M |
| 3 | P & M HOLDING GROUP, LLP |
SOUTHFIELD MI |
| 1,046 |
| $226.5M |
| $56.9M |
| 4 | WATLOW ELECTRIC MANUFACTURING COMPANY WATLOW GROUP 401(K) PLAN | ST. LOUIS MO | 1,431 | $298.2M | $43.4M |
| 5 | MONSTER BEVERAGE CORPORATION MONSTER ENERGY COMPANY 401 K PLAN | CORONA CA | 3,696 | $260.2M | $29.1M |
| 6 | THE NAVIGATORS THE NAVIGATORS BASIC RETIREMENT PLAN | COLORADO SPRINGS CO | 1,525 | $149.7M | $17.0M |
| 7 | TRIHYDRO CORPORATION TRIHYDRO CORPORATION 401(K) PLAN | LARAMIE WY | 599 | $102.8M | $12.1M |
| 8 | ALLSOUTH FEDERAL CREDIT UNION ALLSOUTH FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | COLUMBIA SC | 249 | $101.2M | $6.2M |
| 9 | SEASPINE HOLDINGS CORPORATION SEASPINE HOLDINGS CORPORATION 401(K) TRUST | CARLSBAD CA | 500 | $42.9M | $5.9M |
| 10 | DARWILL, INC. THE DARWILL, INC. PROFIT SHARING AND SAVINGS PLAN | HILLSIDE IL | 245 | $29.0M | $4.5M |
