Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Investments S&P 500 Index Fund in their Schedule of Assets, totaling $27.4M 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 | INTERNATIONAL MARINA GROUP I, L.P. SAFE HARBOR MARINAS 401(K) RETIREMENT SAVINGS PLAN | DALLAS TX | 2,940 | $123.3M | $8.3M |
| 2 | SCHOLLE CORPORATION SCHOLLE CORPORATION EMPLOYEES' 401(K) SAVINGS PLAN | NORTHLAKE IL | 1,084 | $87.2M | $6.6M |
| 3 | LEEDSWORLD, INC. PCNA 401(K) PLAN |
NEW KENSINGTON PA |
| 1,810 |
| $84.1M |
| $6.3M |
| 4 | FRASER FRASER 403(B) RETIREMENT PLAN | OSCEOLA WI | 1,696 | $31.2M | $3.9M |
| 5 | GARDNER POOL COMPANY, INC. GARDNER OUTDOOR AND POOL REMODELING 401(K) PLAN PLAN AND TRUST | EL CAJON CA | 157 | $5.4M | $1.6M |
| 6 | CLUB ASSIST US LLC CLUB ASSIST US LLC/JOINT VENTURES RETIREMENT PLAN | LAKE MARY FL | 193 | $11.0M | $686K |
