Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity S&P 500 Index in their Schedule of Assets, totaling $135.5M 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 | GENERAL RE CORPORATION EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN OF GENERAL RE CORP AND ITS DOMESTIC SUBSIDIARIES | STAMFORD CT | 1,085 | $1.6B | $124.5M |
| 2 | CLARE HOLDINGS, LLC CLARE HOLDINGS, LLC 401(K) PLAN | NORTH AURORA IL | 521 | $24.2M | $3.9M |
| 3 | TEXAS NEUROLOGY, P. A. |
DALLAS TX |
| 104 |
| $10.7M |
| $2.6M |
| 4 | GUIDED PRACTICE SOLUTIONS DENTAL, LLC GPS DENTAL 401(K) PLAN | JONESBORO AR | 736 | $5.7M | $1.4M |
| 5 | OMEGA MOULDING CO LTD OMEGA MOULDING CO LTD 401(K) PROFIT SHARING PLAN & TRUST | BELLPORT NY | 195 | $3.4M | $1.1M |
| 6 | SOUTHWEST CARE CENTER SOUTHWEST CARE CENTER 401(K) PROFIT SHARING PLAN | SANTA FE NM | 134 | $7.1M | $632K |
| 7 | ELLIS GEORGE LLP ELLIS GEORGE LLP 401(K) PLAN | LOS ANGELES CA | 74 | $13.2M | $516K |
| 8 | VECTOR FLEET MANAGEMENT, LLC VECTOR FLEET MANAGEMENT, LLC RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 394 | $10.6M | $411K |
| 9 | EFA, INC. ELASTIC FABRICS OF AMERICA 401(K) PLAN | GREENSBORO NC | 53 | $4.4M | $377K |
| 10 | PEST END, INC. PEST END, INC. 401(K) PROFIT SHARING PLAN AND TRUST | PLAISTOW NH | 81 | $1.6M | $32K |
