Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Investments Fidelity 500 Index (1) in their Schedule of Assets, totaling $21.2M 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 | MIDREX TECHNOLOGIES, INC. MIDREX 401(K) PLAN | CHARLOTTE NC | 212 | $59.9M | $6.6M |
| 2 | MASTER-LEE ENERGY SERVICES CORP. MASTER-LEE ENERGY SERVICES CORP. 401(K) PLAN | LATROBE PA | 218 | $35.6M | $6.6M |
| 3 | DYSON, INC. DYSON, INC. 401K PLAN |
| 513 |
| $78.2M |
| $5.8M |
| 4 | COASTAL STATES BANK COASTAL STATES BANK 401(K) PLAN | HILTON HEAD ISLAND SC | 182 | $18.1M | $1.1M |
| 5 | NEW MEXICO WINERIES INC NEW MEXICO WINERIES INC 401(K) PROFIT SHARING PLAN & TRUST | DEMING NM | 340 | $3.5M | $995K |
| 6 | MAINLINE AVIATION LLC MAINLINE AVIATION 401(K) PLAN | MARIETTA GA | 1,318 | $3.1M | $244K |
