Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Investments 500 Index N/R in their Schedule of Assets, totaling $33.9M 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 | OBLON, MCCLELLAND, MAIER & NEUSTADT, LLP OBLON, MCCLELLAND, MAIER & NEUSTADT, LLP RETIREMENT PLAN | ALEXANDRIA VA | 173 | $101.7M | $17.9M |
| 2 | IKEA PURCHASING SERVICES (US), INC. INTER IKEA RETIREMENT AND SAVINGS PLAN | KING OF PRUSSIA PA | 215 | $41.7M | $7.0M |
| 3 | BUSCH'S, INC. |
ANN ARBOR MI |
| 1,575 |
| $36.7M |
| $4.1M |
| 4 | WAVENY CARE CENTER WAVENY LIFE CARE NETWORK 403(B) PLAN | NEW CANAAN CT | 449 | $17.9M | $1.4M |
| 5 | INDIAN TRAILS, INC. INDIAN TRAILS, INC. 401(K) PLAN | OWOSSO MI | 140 | $6.4M | $1.3M |
| 6 | PHILLIPS PET FOOD & SUPPLIES, INC. PHILLIPS PET FOOD AND SUPPLIES 401(K) PLAN | EASTON PA | 1,294 | $36.5M | $1.2M |
| 7 | LAKES VENTURE, LLC FRESH THYME MARKET 401(K) PLAN | DOWNERS GROVE IL | 3,994 | $33.8M | $1.0M |
| 8 | HIBISCUS CHILDRENS CENTER INC HIBISCUS CHILDRENS CENTER INC 401(K) PROFIT SHARING PLAN & TRUST | VERO BEACH FL | 107 | $2.9M | $60K |
