Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Management Trust Co. 500 Index in their Schedule of Assets, totaling $7.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | K.T.G. (USA) LP K.T.G., USA SALARY EMPLOYEES 401(K) PLAN | MEMPHIS TN | 120 | $21.9M | $3.0M |
| 2 | FIRST STEP, INC. FIRST STEP 401(K) RETIREMENT SAVINGS PLAN & TRUST | HOT SPRINGS AR | 563 | $14.2M | $1.9M |
| 3 | REINHAUSEN MANUFACTURING REINHAUSEN MANUFACTURING INC. 401(K) & RETIREMENT PLAN |
HUMBOLDT TN |
| 269 |
| $20.0M |
| $1.4M |
| 4 | CMC GROUP, INC. CMC GROUP, INC. RETIREMENT SAVINGS PLAN | BOWLING GREEN OH | 192 | $15.5M | $684K |
