Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Fidelity Investments Fidelity 500 Index N/R in their Schedule of Assets, totaling $49.0M 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 | ORTHOFIX US LLC ORTHOFIX 401(K) RETIREMENT PLAN | LEWISVILLE TX | 1,277 | $152.6M | $14.8M |
| 2 | ACCESS & INTEGRATED PRACTICE HOLDINGS LLC ACCESS & INTEGRATED PRACTICE HOLDINGS 401(K) PLAN | BLOOMINGTON MN | 623 | $57.1M | $5.6M |
| 3 | DAVE & BUSTER'S, INC. DAVE & BUSTER'S 401(K) SAVINGS PLAN |
DALLAS TX |
| 42,151 |
| $74.5M |
| $4.4M |
| 4 | NEXPERIA USA INC. NEXPERIA USA INC. 401(K) PLAN | RICHARDSON TX | 143 | $18.8M | $3.3M |
| 5 | FRANK N. MAGID ASSOCIATES, INC FRANK N. MAGID ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | MINNEAPOLIS MN | 75 | $23.0M | $3.2M |
| 6 | PISTON AUTOMOTIVE, LLC PISTON GROUP 401(K) PLAN | REDFORD MI | 1,214 | $42.1M | $2.8M |
| 7 | NAVA PBC NAVA 401(K) PLAN | WASHINGTON DC | 379 | $26.9M | $2.0M |
| 8 | SWANSON INDUSTRIES, INC. SWANSON INDUSTRIES, INC. PROFIT SHARING 401(K) PLAN | MORGANTOWN WV | 239 | $25.3M | $2.0M |
| 9 | TIMECLOCK PLUS, LLC TIMECLOCK PLUS, LLC 401(K) PROFIT SHARING PLAN | SAN ANGELO TX | 376 | $15.5M | $1.9M |
| 10 | ALPHA SOURCE LLC ALPHA SOURCE LLC 401(K) PLAN | MILWAUKEE WI | 196 | $33.1M | $1.9M |
