Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Investments Fid 500 Index N/A in their Schedule of Assets, totaling $8.1M 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 | NEXTPOINT GROUP, LLC NEXTPOINT GROUP, LLC 401(K) PLAN | CHANTILLY VA | 250 | $45.2M | $4.9M |
| 2 | INTEGRATED MEDICAL ALLIANCE,PA INTEGRATED MEDICINE ALLIANCE,P.A 401K PS PLAN | SHREWSBURY NJ | 174 | $16.7M | $1.7M |
| 3 | HF RUBBER MACHINERY, INC. HF RUBBER MACHINERY 401(K) PLAN |
TOPEKA KS |
| 95 |
| $8.9M |
| $659K |
| 4 | COEN OIL COMPANY, LLC COEN OIL COMPANY 401(K) PLAN | CANONSBURG PA | 657 | $11.0M | $443K |
| 5 | WRIGHT INVESTMENTS, INC. WRIGHT INVESTMENTS, INC. RETIREMENT PLAN | MEMPHIS TN | 595 | $3.8M | $378K |
