Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Registered investment companies Fidelity Investments FIDELITY 500 INDEX FUND in their Schedule of Assets, totaling $241.3M 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 | DEMATIC CORP. DEMATIC CORP. 401(K) RETIREMENT PLAN | GRAND RAPIDS MI | 3,976 | $843.7M | $128.9M |
| 2 | APEX TOOL GROUP, LLC APEX TOOL GROUP, LLC 401(K) SAVINGS PLAN | SPARKS MD | 1,196 | $276.3M | $64.7M |
| 3 | NILES BOLTON ASSOCIATES, INC. NILES BOLTON ASSOCIATES, INC. INCENTIVE SAVINGS PLAN |
ATLANTA GA |
| 126 |
| $41.7M |
| $10.4M |
| 4 | AMERICAN SOCIETY OF HEATING, REFRIGERATING & AIR-COND ENGINEERS, INC. ASHRAE SAVINGS AND INVESTMENT PLAN | PEACHTREE CORNERS GA | 113 | $31.1M | $9.5M |
| 5 | AUTOMATED FINANCIAL SYSTEMS, INC. AUTOMATED FINANCIAL SYSTEMS, INC. 401(K) SALARY REDUCTION PLAN | EXTON PA | 285 | $85.1M | $9.5M |
| 6 | AMERICAN FOREST & PAPER ASSOCIATION, INC. AMERICAN FOREST & PAPER ASSOCIATION, INC. SAVINGS PLAN | WASHINGTON DC | 108 | $64.8M | $6.9M |
| 7 | QUANDEL ENTERPRISES, LLC QUANDEL ENTERPRISES, LLC AND SUBSIDIARIES RETIREMENT SAVINGS PLAN | HARRISBURG PA | 228 | $39.7M | $3.4M |
| 8 | NUNA BABY ESSENTIALS INC NUNA BABY ESSENTIALS INC 401 K PROFIT SHARING PLAN TRUST | MORGANTOWN PA | 259 | $21.1M | $3.4M |
| 9 | STERMAN MASSER, INC. STERMAN MASSER, INC. 401(K) PLAN | SACRAMENTO PA | 444 | $13.4M | $2.7M |
| 10 | NS412, LLC NS412, LLC 401(K) PLAN | DALLAS TX | 106 | $11.3M | $1.9M |
