Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 53 U.S. retirement plans report holding Fidelity Management & Research Fidelity 500 Index Fund - in their Schedule of Assets, totaling $190.9M 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 | APPFOLIO, INC. APPFOLIO, INC. 401(K) PLAN | GOLETA CA | 1,612 | $152.9M | $24.6M |
| 2 | GOLDBERG SEGALLA LLP GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN | BUFFALO NY | 922 | $112.4M | $16.7M |
| 3 | HUSQVARNA CONSUMER OUTDOOR PRODUCTS N.A., INC. HUSQVARNA RETIREMENT SAVINGS 401(K) PLAN |
CHARLOTTE NC |
| 2,135 |
| $193.7M |
| $12.9M |
| 4 | MEMBERS 1ST FEDERAL CREDIT UNION MEMBERS 1ST FEDERAL CREDIT UNION 401(K) SAVINGS PLAN | ENOLA PA | 1,259 | $156.2M | $12.8M |
| 5 | AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN | WEST DES MOINES IA | 840 | $152.8M | $11.6M |
| 6 | ASCENT GLOBAL LOGISTICS, INC. ASCENT GLOBAL LOGISTICS, INC. 401(K) PLAN | MILWAUKEE WI | 1,010 | $73.3M | $10.7M |
| 7 | AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS AAOS RETIREMENT PLAN | ROSEMONT IL | 197 | $51.0M | $8.0M |
| 8 | JAKKS PACIFIC, INC. JAKKS PACIFIC, INC. 401(K) PLAN | SANTA MONICA CA | 364 | $52.4M | $6.1M |
| 9 | N.P. DODGE COMPANY NP DODGE COMPANY 401(K) RETIREMENT PLAN AND TRUST | OMAHA NE | 523 | $38.8M | $5.9M |
| 10 | ANGEL OAK COMPANIES LP ANGEL OAK COMPANIES 401K PROFIT SHARING PLAN | ATLANTA GA | 260 | $28.8M | $5.2M |
