Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding Fidelity Investments Fidelity® 500 Index Fund N/R in their Schedule of Assets, totaling $235.4M 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 | FAEGRE DRINKER BIDDLE & REATH LLP FAEGRE DRINKER RETIREMENT SAVINGS PLAN 1 | MINNEAPOLIS MN | 1,298 | $768.2M | $67.3M |
| 2 | STEEL SERVICES LTD STEEL PARTNERS 401(K) SAVINGS PLAN | NEW YORK CITY NY | 2,702 | $287.4M | $29.5M |
| 3 | FULGENT THERAPEUTICS LLC FULGENT THERAPEUTICS LLC 401(K) PROFIT SHARING PLAN |
EL MONTE CA |
| 1,139 |
| $108.9M |
| $18.2M |
| 4 | HOWARD HUGHES MANAGEMENT CO., LLC THE HOWARD HUGHES CORPORATION 401(K) PLAN | THE WOODLANDS TX | 600 | $110.4M | $14.6M |
| 5 | MENZIE'S AVIATION (USA), INC. MENZIES AVIATION (USA), INC. 401(K) PLAN | GRAPEVINE TX | 10,235 | $81.8M | $13.3M |
| 6 | SUMMIT ELECTRIC SUPPLY CO., INC. SUMMIT ELECTRIC SUPPLY CO. 401K PLAN | ALBUQUERQUE NM | 719 | $94.5M | $11.2M |
| 7 | RETAIL SERVICES WIS CORPORATION THE W. I. S. INTERNATIONAL 401(K) SAVINGS PLAN | PLANO TX | 1,942 | $180.6M | $9.4M |
| 8 | RICONDO & ASSOCIATES, INC. RICONDO & ASSOCIATES 401(K) PLAN | CHICAGO IL | 168 | $74.1M | $8.7M |
| 9 | GLAZER'S, INC. GLAZER'S, INC. PROFIT SHARING PLAN AND TRUST | DALLAS TX | 1,859 | $191.9M | $6.6M |
| 10 | SCHWAB-VOLLHABER-LUBRATT, INC. SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN | ROSEVILLE MN | 126 | $64.8M | $6.5M |
