Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Management Fidelity 500 Index Fund in their Schedule of Assets, totaling $153.7M 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 | HURON CONSULTING GROUP INC. HURON CONSULTING GROUP RETIREMENT SAVINGS PLAN | CHICAGO IL | 4,591 | $1.1B | $141.0M |
| 2 | NATIONAL COMMITTEE FOR QUALITY ASSURANCE - NCQA NCQA RETIREMENT PLAN | WASHINGTON DC | 540 | $54.9M | $6.7M |
| 3 | UNITED STATES SENATE FEDERAL CREDIT UNION |
ALEXANDRIA VA |
| 150 |
| $23.2M |
| $4.4M |
| 4 | ZP GROUP ZP GROUP PLAN B | MCLEAN VA | 384 | $13.0M | $1.5M |
