Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding s * FID 500 INDEX Mutual Fund in their Schedule of Assets, totaling $14.8M 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 | NEWFIELDS COMPANIES, LLC NEWFIELDS COMPANIES, LLC 401(K) PLAN | ATLANTA GA | 118 | $60.4M | $10.9M |
| 2 | ZWILLING J.A. HENCKELS, LLC ZWILLING J.A. HENCKELS, LLC 401(K) PLAN | PLEASANTVILLE NY | 548 | $22.1M | $3.9M |
