Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity S&P 500 Index Fund Mutual fund in their Schedule of Assets, totaling $78.3M 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 | TANIUM INC. TANIUM INC. 401(K) PLAN | EMERYVILLE CA | 1,526 | $229.1M | $40.7M |
| 2 | LAKEVIEW CENTER, INC. LAKEVIEW CENTER INC RETIREMENT SAVINGS 403(B) PLAN | PENSACOLA FL | 2,591 | $116.7M | $15.2M |
| 3 | MATTSON TECHNOLOGY, INC. MATTSON TECHNOLOGY, INC. 401(K) PLAN |
FREMONT CA |
| 246 |
| $64.3M |
| $10.3M |
| 4 | ELESSENT CLEAN TECHNOLOGIES ELESSENT CLEAN TECHNOLOGIES INC. 401(K) PLAN | ST. LOUIS MO | 238 | $42.8M | $6.6M |
| 5 | IOWA NETWORK SERVICES DBA AUREON NETWORK SERVICES AUREON RETIREMENT SAVINGS PLAN | WEST DES MOINES IA | 379 | $42.5M | $3.9M |
| 6 | RARESTEP, INC. FLEETIO 401(K) PLAN | BIRMINGHAM AL | 283 | $13.8M | $1.5M |
