Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Management Trust Co. Fidelity 500 Index Fund in their Schedule of Assets, totaling $24.4M 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 | CONNOR GROUP, INC. CONNOR GROUP, INC. 401(K) PLAN | RENO NV | 593 | $68.4M | $11.9M |
| 2 | TAGHLEEF INDUSTRIES, INC. TAGHLEEF INDUSTRIES, INC. SAVINGS AND PROFIT SHARING PLAN | NEWARK DE | 567 | $72.2M | $3.9M |
| 3 | HOVIONE LLC HOVIONE LLC 401(K) PROFIT SHARING PLAN |
EAST WINDSOR NJ |
| 236 |
| $25.1M |
| $2.7M |
| 4 | RAINFOCUS, LLC RAINFOCUS, LLC 401(K) PLAN | LEHI UT | 350 | $25.2M | $2.5M |
| 5 | ORTHO DEVELOPMENT CORPORATION ORTHO DEVELOPMENT CORPORATION 401(K) PROFIT SHARING PLAN | DRAPER UT | 212 | $17.0M | $1.3M |
| 6 | HUGO ENTERPRISES LLC HUGO ENTERPRISES LLC 401(K) PROFIT SHARING PLAN & TRUST | LITTLETON CO | 158 | $7.3M | $640K |
| 7 | MUTZ MOTORS LIMITED PARTNERSHIP LAKELAND AUTOMALL 401(K) RETIREMENT PLAN | LAKELAND FL | 335 | $9.8M | $440K |
| 8 | SHERWOOD COUNTRY CLUB SHERWOOD COUNTRY CLUB 401(K) PLAN | THOUSAND OAKS CA | 287 | $6.5M | $326K |
| 9 | STORYTELLER CANYON OPERATING COMPANY LLC SUNDANCE MOUNTAIN RESORT 401K PLAN | SUNDANCE UT | 513 | $9.7M | $280K |
| 10 | ANTHONY WADE, INC. DBA STEPHEN WADE AUTO CENTER ANTHONY WADE, INC. DBA STEPHEN WADE AUTO CENTER 401(K) PLAN | ST. GEORGE UT | 771 | $21.5M | $182K |
