Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Registered Investment Companies Fidelity Investments 500 Index Fund in their Schedule of Assets, totaling $95.2M 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 | ONESMILE, LLC ONESMILE 401(K) PLAN AND TRUST | COSTA MESA CA | 6,708 | $348.7M | $73.9M |
| 2 | TESSY PLASTICS CORP TESSY 401(K) RETIREMENT PLAN | SKANEATELES NY | 1,200 | $85.1M | $10.9M |
| 3 | PENNON ORGANIZATION PENNON ORGANIZATION 401(K) RETIREMENT PLAN |
HARRISBURG PA |
| 71 |
| $12.4M |
| $5.3M |
| 4 | INTEGRATED COMPUTER SOLUTIONS OF VESTAL, LLC INTEGRATED COMPUTER SOLUTIONS OF VESTAL, LLC 401(K) PSP | ENDICOTT NY | 224 | $12.2M | $1.9M |
| 5 | PENNON ORGANIZATION LNP MEDIA GROUP, INC. 401(K) RETIREMENT PLAN | HARRISBURG PA | 121 | $5.1M | $1.6M |
| 6 | WITF, INC. LNP MEDIA GROUP, INC. 401(K) RETIREMENT PLAN | HARRISBURG PA | 143 | $3.6M | $1.2M |
| 7 | HEALTHKEEPERZ, INC. HEALTHKEEPERZ, INC. 401(K) PLAN | PEMBROKE NC | 134 | $2.8M | $297K |
| 8 | PEDDER NISSAN LLC PEDDER AUTO GROUP 401(K) PLAN | HEMET CA | 418 | $6.6M | $93K |
