Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity SP 500 Index PL CL C in their Schedule of Assets, totaling $573.5M 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 | PIEDMONT HEALTHCARE, INC. PIEDMONT HEALTHCARE, INC. 401(K) TOMORROWPLAN | ATLANTA GA | 35,819 | $2.9B | $303.1M |
| 2 | CF INDUSTRIES HOLDINGS, INC. CF INDUSTRIES HOLDINGS, INC. 401(K) PLAN | NORTHBROOK IL | 2,232 | $695.7M | $121.2M |
| 3 | THE METHODIST HOSPITAL THE DEFINED CONTRIBUTION PLAN OF THE METHODIST HOSPITAL |
HOUSTON TX |
| 33,490 |
| $1.1B |
| $88.4M |
| 4 | ORGANON LLC ORGANON U.S. SAVINGS PLAN | JERSEY CITY NJ | 1,762 | $324.1M | $60.8M |