Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Investments Fidelity 500 Index a in their Schedule of Assets, totaling $38.4M 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 | NTA, INC. NTA, INC. 401(K) PLAN | HUNTSVILLE AL | 216 | $84.8M | $17.7M |
| 2 | BEYONDTRUST CORPORATION BEYONDTRUST CORPORATION 401K PLAN | RIDGELAND MS | 808 | $104.8M | $8.1M |
| 3 | TOM MCLEOD SOFTWARE CORP. TOM MCLEOD SOFTWARE CORP. 401(K) PROFIT SHARING PLAN |
BIRMINGHAM AL |
| 580 |
| $86.3M |
| $6.0M |
| 4 | TEXAS MEDICAL LIABILITY TRUST TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN | AUSTIN TX | 176 | $59.7M | $4.6M |
| 5 | LEGACY COMMUNITY FEDERAL CREDIT UNION LEGACY COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | BIRMINGHAM AL | 102 | $7.2M | $914K |
| 6 | PROTRANS INTERNATIONAL, LLC PROTRANS INTERNATIONAL, LLC 401(K) PLAN | INDIANAPOLIS IN | 685 | $23.9M | $684K |
| 7 | UNITED STATES GOLF ASSOCIATION THE UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN | FAR HILLS NJ | 388 | $94.8M | $228K |
| 8 | OAKS SENIOR LIVING, LLC OAKS SENIOR LIVING 401(K) PLAN | ALPHARETTA GA | 1,427 | $4.9M | $96K |
