Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Registered investment companies Fidelity* 500 Index Fund in their Schedule of Assets, totaling $105.4M 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 | HERBALIFE INTERNATIONAL OF AMERICA, INC. HERBALIFE INTERNATIONAL OF AMERICA, INC. EMPLOYEES 401(K) PROFIT SHARING | TORRANCE CA | 2,229 | $416.9M | $59.2M |
| 2 | BLUE CROSS AND BLUE SHIELD OF KANSAS CITY BLUE CROSS AND BLUE SHIELD OF KANSAS CITY PENSION PLAN | KANSAS CITY MO | 310 | $165.6M | $25.4M |
| 3 | ACCURIS |
DENVER CO |
| 267 |
| $62.9M |
| $12.3M |
| 4 | VITAMIN COTTAGE NATURAL FOOD MARKETS, INC. VITAMIN COTTAGE EMPLOYEE 401(K) PLAN | LAKEWOOD CO | 3,904 | $62.2M | $8.5M |
| 5 | PATHWAYS TO COMMUNITY, INC PATHWAYS TO COMMUNITY 401(K) PLAN | ST PAUL MN | 128 | $588K | $30K |
