Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Index 500 in their Schedule of Assets, totaling $10.5M 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 | BERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP BERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP PROFIT SHARING PLAN | MIAMI FL | 381 | $56.9M | $7.6M |
| 2 | MBL (USA) CORPORATION MBL (USA) CORPORATION 401(K) SAVINGS PLAN | OTTAWA IL | 186 | $23.2M | $2.4M |
| 3 | RAINIER INDUSTRIES, LTD. |
TUKWILA WA |
| 203 |
| $14.3M |
| $465K |
| 4 | CCIC NORTH AMERICA INC CCIC NA RETIREMENT PLAN | RANCHO CUCAMONGA CA | 17 | $901K | $41K |
| 5 | WHITESTONE TRANSPORTATION LLC WHITESTONE TRANSPORTATION LLC 401(K) PLAN | MOSELLE MS | 110 | $136K | $1K |
