Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Investments Fidelity 500 Index Fund a in their Schedule of Assets, totaling $63.6M 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 | EBSCO INDUSTRIES, INC. EBSCO SAVINGS AND PROFIT SHARING PLAN | BIRMINGHAM AL | 3,390 | $736.3M | $44.2M |
| 2 | RIVERHEAD BUILDING SUPPLY CORP. RIVERHEAD BUILDING SUPPLY CORP. 401(K) SAVINGS PLAN | CALVERTON NY | 599 | $80.3M | $8.3M |
| 3 | FOUNDATION COMMUNITIES FOUNDATION COMMUNITIES 401(K) RETIREMENT PLAN |
AUSTIN TX |
| 335 |
| $16.8M |
| $3.5M |
| 4 | OTELCO TELEPHONE LLC OTELCO TELEPHONE LLC SAVINGS TRUST | ONEONTA AL | 648 | $39.6M | $3.1M |
| 5 | KNF NEUBERGER, INC. KNF NEUBERGER, INC. 401(K) PROFIT SHARING PLAN | TRENTON NJ | 114 | $25.8M | $1.9M |
| 6 | RIVERHEAD BUILDING SUPPLY CORP. RIVERHEAD BUILDING SUPPLY CORP 401(K) PLAN FOR UNION EMPLOYEES | CALVERTON NY | 207 | $17.4M | $1.6M |
| 7 | NEXTEK, INC. NEXTEK, INC. EMPLOYEE 401(K) RETIREMENT PLAN | MADISON AL | 177 | $11.0M | $397K |
| 8 | LANDSCAPE WORKSHOP, LLC LANDSCAPE WORKSHOP, LLC 401(K) PLAN | VESTAVIA HLS AL | 850 | $6.3M | $345K |
| 9 | AAM 15 MANAGEMENT, LLC AAM 15 401(K) PLAN | BURLINGTON MA | 534 | $3.7M | $269K |
