Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Investments Registered investment company Fidelity 500 Index Fund in their Schedule of Assets, totaling $337.9M 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 | DLA PIPER LLP (US) DLA PIPER LLP (US) PROFIT SHARING AND 401(K) SAVINGS PLAN | BALTIMORE MD | 3,042 | $1.7B | $336.3M |
| 2 | COLUMBIA COUNTRY CLUB COLUMBIA COUNTRY CLUB 401(K) PROFIT SHARING PLAN | CHEVY CHASE MD | 214 | $12.2M | $693K |
| 3 | CHOICE LOGISTICS, INC. CHOICE LOGISTICS, INC. 401(K) SAVINGS PLAN |
WAYNE PA |
| 99 |
| $10.6M |
| $516K |
| 4 | CHARLES PRODUCTS INC. CHARLES PRODUCTS INC. 401(K) PROFIT SHARING PLAN & TRUST | ROCKVILLE MD | 204 | $6.1M | $331K |
| 5 | MATRIX HUMAN SERVICES MATRIX HUMAN SERVICES TAX SHELTERED ANNUITY PLAN | DETROIT MI | 434 | $4.0M | $15K |
| 6 | PRINCESS HOUSE, INC. PRINCESS HOUSE, INC. RETIREMENT PLAN | MANSFIELD MA | 22 | $13.2M | $3K |
