Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Investments Fidelity 500 Index n/a in their Schedule of Assets, totaling $16.0M 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 | VNA HEALTH GROUP, INC. DEFINED CONTRIBUTION PENSION PLAN FOR THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. | HAZLET NJ | 1,530 | $69.0M | $4.6M |
| 2 | INVIDI TECHNOLOGIES CORPORATIO INVIDI TECHNOLOGIES CORPORATIO 401(K) PROFIT SHARING PLAN & TRUST | PRINCETON NJ | 103 | $21.7M | $3.1M |
| 3 | MCKINLEY COMPANIES, LLC |
ANN ARBOR MI |
| 506 |
| $23.5M |
| $2.4M |
| 4 | ARTICULARIS HEALTHCARE GROUP, INC. ARTICULARIS HEALTHCARE RETIREMENT PLAN | SUMMERVILLE SC | 162 | $18.6M | $2.1M |
| 5 | GREENLEAF NURSERY CO. GREENLEAF NURSERY CO. 401(K) PROFIT SHARING PLAN | PARK HILL OK | 812 | $35.9M | $1.7M |
| 6 | IDA COUNTY, IOWA COMMUNITY HOSPITAL DBA HORN MEMORIAL HOSPITAL HORN MEMORIAL HOSPITAL 401(K) PLAN | IDA GROVE IA | 196 | $14.7M | $694K |
| 7 | CDR MAGUIRE, INC. CDR COMPANIES 401(K) PLAN | MIAMI FL | 784 | $36.9M | $570K |
| 8 | SOCIAL CURRENT SOCIAL CURRENT RETIREMENT PLAN | STURTEVANT WI | 72 | $12.7M | $451K |
| 9 | GILBERT ORCHARDS, INC GILBERT ORCHARDS INC 401(K) PLAN | YAKIMA WA | 489 | $3.3M | $140K |
| 10 | YAKIMA FRUIT & COLD STORAGE INC YAKIMA FRUIT & COLD STORAGE CO. 401(K) | WAPATO WA | 224 | $1.5M | $118K |
