Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Fidelity Investments Fidelity® 500 Index Fund N/A in their Schedule of Assets, totaling $221.5M 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 | SUMITOMO PHARMA AMERICA, INC. MY 401(K) PLAN | MARLBOROUGH MA | 1,141 | $634.1M | $79.1M |
| 2 | SUMITOMO PHARMA AMERICA HOLDINGS, INC. MY 401(K) PLAN | MARLBOROUGH MA | 1,348 | $504.2M | $52.7M |
| 3 | VNA HEALTH GROUP, INC. TAX DEFERRED ANNUITY PLAN OF VISITING NURSE |
NEPTUNE NJ |
| 2,266 |
| $72.2M |
| $11.6M |
| 4 | AMERICAN COMMERCIAL BARGE LINE LLC AMERICAN COMMERCIAL BARGE LINE LLC 401(K) PLAN | JEFFERSONVILLE IN | 2,119 | $206.6M | $11.4M |
| 5 | BOMAN & KEMP MFG INC BOMAN & KEMP MANUFACTURING, INC. 401(K) RETIREMENT SAVINGS PLAN | OGDEN UT | 148 | $43.0M | $10.5M |
| 6 | GLOBALIZATION PARTNERS GLOBALIZATION PARTNERS 401K PLAN | BOSTON MA | 590 | $36.7M | $7.4M |
| 7 | TROUT UNLIMITED, INC. TROUT UNLIMITED SECTION 403(B) RETIREMENT PLAN | ARLINGTON VA | 337 | $41.4M | $7.0M |
| 8 | WOODSIDE GROUP, LLC WOODSIDE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN | SALT LAKE CITY UT | 631 | $56.4M | $7.0M |
| 9 | BS&A SOFTWARE BS&A SOFTWARE 401(K) PROFIT SHARING PLAN | BATH MI | 250 | $51.9M | $6.4M |
| 10 | RH2 ENGINEERING INC. RH2 ENGINEERING INC. 401(K) PROFIT SHARING PLAN AND TRUST | BOTHELL WA | 151 | $49.6M | $6.3M |
