Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Management & Research 500 Index Fund in their Schedule of Assets, totaling $45.4M 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 | CRETEX COMPANIES, INC. CRETEX COMPANIES, INC. 401(K) PROFIT SHARING PLAN | ELK RIVER MN | 2,163 | $271.6M | $19.4M |
| 2 | EDENS REALTY, INC. EDENS REALTY, INC. 401(K) PLAN | COLUMBIA SC | 209 | $71.2M | $7.7M |
| 3 | HORIZON HOBBY, LLC HORIZON HOBBY RETIREMENT PLAN |
CHAMPAIGN IL |
| 380 |
| $56.5M |
| $5.7M |
| 4 | BH MANAGEMENT SERVICES, LLC BH MANAGEMENT 401(K) PLAN | DES MOINES IA | 2,635 | $58.7M | $4.9M |
| 5 | FGF LLC FGF LLC | BROWNSBURG IN | 1,356 | $72.6M | $3.4M |
| 6 | SEAWARD MARINE SERVICES, INC. SEAWARD MARINE SERVICES, INC. 401(K) PLAN | NORFOLK VA | 139 | $39.5M | $2.1M |
| 7 | DERMATOLOGY SOLUTIONS GROUP, LLC DERMATOLOGY SOLUTIONS GROUP, LLC 401(K) PLAN | PANAMA CITY FL | 299 | $13.5M | $1.1M |
| 8 | TCI HOLDING COMPANY, INC. TUNNELL CONSULTING, INC. 401(K) PLAN | BERWYN PA | 170 | $10.1M | $1.0M |
