Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Funds 500 Index Fund in their Schedule of Assets, totaling $49.3M 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 | CABINETWORKS GROUP, INC. CABINETWORKS GROUP 401(K) PLAN | THE COLONY TX | 6,374 | $367.6M | $35.4M |
| 2 | PLACON CORPORATION PLACON CORPORATION RETIREMENT PLAN | FITCHBURG WI | 641 | $71.8M | $7.4M |
| 3 | STELLA & CHEWYS LLC STELLA & CHEWY'S LLC 401(K) PLAN |
OAK CREEK WI |
| 643 |
| $19.4M |
| $1.9M |
| 4 | BOARD OF TRUSTEES, OREGON PRINTING INDUSTRIES PENSION TRUST OREGON PRINTING INDUSTRY PENSION TRUST | PORTLAND OR | 0 | $6.4M | $922K |
| 5 | ROYLE PRINTING COMPANY ROYLE PRINTING CO. PROFIT SHARING PLAN | SUN PRAIRIE WI | 201 | $17.7M | $881K |
| 6 | PITLIK & WICK, INC. PITLIK & WICK, INC. 401(K) PROFIT SHARING PLAN | EAGLE RIVER WI | 160 | $22.9M | $853K |
| 7 | THE ROYAL BANKS OF MISSOURI ROYAL BANKS OF MISSOURI 401(K) PLAN | UNIVERSITY CITY MO | 128 | $9.4M | $761K |
| 8 | PRATT REGIONAL MEDICAL CENTER PRATT REGIONAL MEDICAL CENTER 401(K) PROFIT SHARING PLAN | PRATT KS | 352 | $22.6M | $631K |
| 9 | NORTH CENTRAL EQUITY LLC NORTH CENTRAL EQUITY LLC 401(K) PLAN | MINNEAPOLIS MN | 419 | $6.4M | $500K |
| 10 | SIVYER STEEL CASTINGS LLC SIVYER STEEL CASTINGS LLC HOURLY EMPLOYEES' 401(K) PLAN | BETTENDORF IA | 0 | $1.2M | $23K |
