Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Management and Research Fidelity 500 Index Fund in their Schedule of Assets, totaling $141.5M 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 | ADVANTAGE SALES & MARKETING, LLC ADVANTAGE 401(K) SAVINGS PLAN | CLAYTON MO | 34,861 | $764.6M | $104.1M |
| 2 | ANDERSON HOLDINGS ANDERSON HOLDINGS 401(K) SAVINGS PLAN | LOS ANGELES CA | 74 | $93.2M | $33.2M |
| 3 | T & W TIRE COMPANY T&W TIRE 401(K) PROFIT SHARING PLAN |
OKLAHOMA CITY OK |
| 451 |
| $25.0M |
| $1.4M |
| 4 | BONITZ, INC. BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN | COLUMBIA SC | 346 | $18.3M | $1.2M |
| 5 | GAUDENZIA, INC. GAUDENZIA 403B PLAN | NORRISTOWN PA | 1,043 | $19.6M | $838K |
| 6 | DRAKE ENTERPRISES, LTD DRAKE ENTERPRISES, LTD 401(K) PLAN | FRANKLIN NC | 105 | $9.4M | $690K |
