Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Investments, Inc. Fidelity 500 Index Fund in their Schedule of Assets, totaling $52.2M 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 | UNITED FARM FAMILY LIFE INSURANCE INDIANA FARM BUREAU COMPANIES EMPLOYEES' 401(K) SAVINGS PLAN | INDIANAPOLIS IN | 1,341 | $291.1M | $37.2M |
| 2 | EZURIO LLC EZURIO LLC 401(K) PLAN | AKRON OH | 127 | $33.8M | $5.2M |
| 3 | MSH CHEVROLET CADILLAC, INC. ECC RETIREMENT SAVINGS PLAN |
BALLWIN MO |
| 176 |
| $24.3M |
| $4.3M |
| 4 | COLUMBIA STEEL CASTING COMPANY, INC COLUMBIA STEEL CASTING CO. PENSION PLAN | PORTLAND OR | 0 | $16.5M | $2.1M |
| 5 | ALLIED MANAGEMENT INC. ALLIED 401(K) PLAN | HOUSTON TX | 723 | $15.2M | $1.5M |
| 6 | CHETU, INC. CHETU, INC. 401(K) PROFIT SHARING PLAN | SUNRISE FL | 127 | $7.4M | $939K |
| 7 | SAUSE BROS., INC. SAUSE BROS. RETIREMENT PLAN | PORTLAND OR | 177 | $36.2M | $932K |
| 8 | NAPSTEEL, INC. NAPSTEEL/CASCADIA METALS 401(K) PLAN | LONGVIEW WA | 116 | $4.3M | $74K |
