Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Investments Fidelity 500 Index Fd in their Schedule of Assets, totaling $37.9M 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 | PERFECTION BAKERIES, INC. AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN | FORT WAYNE IN | 628 | $106.2M | $11.9M |
| 2 | PERFECTION BAKERIES, INC. D/B/A AUNT MILLIE'S BAKERIES AUNT MILLIE'S BAKERIES 401(K) SAVINGS PLAN | FORT WAYNE IN | 1,113 | $85.6M | $9.0M |
| 3 | ADVOCARE INTERNATIONAL LLC |
RICHARDSON TX |
| 157 |
| $38.8M |
| $7.9M |
| 4 | RUBY TUESDAY OPERATIONS LLC RUBY TUESDAY SALARY DEFERRAL PLAN | MARYVILLE TN | 3,570 | $23.6M | $4.5M |
| 5 | AVFUEL CORPORATION AVFUEL CORPORATION 401K SAVINGS PLAN | ANN ARBOR MI | 957 | $37.0M | $1.7M |
| 6 | SIERRA MANAGEMENT AND TECHNOLOGIES, INC. SIERRA MANAGEMENT AND TECHNOLOGIES, INC. 401(K) PLAN | CALIFORNIA MD | 107 | $13.7M | $1.3M |
| 7 | NATURAL PARTNERS, INC. NATURAL PARTNERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MANCHESTER NH | 576 | $11.2M | $1.1M |
| 8 | WILSON MANUFACTURING COMPANY, INC. WILSON MANUFACTURING COMPANY, INC. 401(K) PROFIT SHARING PLAN | ST. LOUIS MO | 141 | $13.5M | $263K |
| 9 | STANDARD CALIBRATIONS, INC. STANDARD CALIBRATIONS, INC. RETIREMENT PLAN | CHESAPEAKE VA | 124 | $13.3M | $252K |
| 10 | FIRST NATIONAL HEALTH SERVICES, LLC FIRST NATIONAL HEALTH SERVICES 401(K) PLAN | TAYLORSVILLE UT | 219 | $3.2M | $70K |
