Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Management & Research Company LLC Fidelity 500 Index Fund in their Schedule of Assets, totaling $61.4M 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 | STOUT RISIUS ROSS, LLC STOUT RISIUS ROSS, LLC 401(K) PROFIT SHARING PLAN | ROYAL OAK MI | 1,074 | $218.0M | $43.4M |
| 2 | TOYOTA CONNECTED NORTH AMERICA, INC. TOYOTA CONNECTED NORTH AMERICA, INC. 401(K) PLAN | PLANO TX | 253 | $38.1M | $7.0M |
| 3 | SALESLOFT, INC. SALESLOFT 401(K) PLAN |
ATLANTA GA |
| 642 |
| $59.4M |
| $6.5M |
| 4 | PERFECT PLASTIC PRINTING CORPORATION PERFECT PLASTIC PRINTING CORPORATION 401(K) PROFIT SHARING PLAN | ST CHARLES IL | 307 | $30.1M | $2.8M |
| 5 | THE LEGAL AID SOCIETY OF CLEVELAND THE LEGAL AID SOCIETY OF CLEVELAND RETIREMENT SAVINGS PLAN | CLEVELAND OH | 149 | $25.7M | $1.6M |
| 6 | SUSSEK MACHINE COMPANY, LLC SUSSEK MACHINE COMPANY PLANT EMPLOYEE SAVINGS PLAN | WATERLOO WI | 72 | $4.1M | $159K |
