Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding s Fidelity Fidelity 500 Index Fund N/R in their Schedule of Assets, totaling $100.6M 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 | AMERESCO, INC. AMERESCO, INC. 401(K) PLAN | FRAMINGHAM MA | 1,318 | $251.6M | $35.9M |
| 2 | LEERINK PARTNERS LLC LEERINK PARTNERS 401(K) PLAN | BOSTON MA | 343 | $76.1M | $11.5M |
| 3 | KRAMER BEVERAGE CO., LLC KRAMER BEVERAGE CO. , LLC EMPLOYEES' PROFIT SHARING PLAN |
HAMMONTON NJ |
| 278 |
| $39.0M |
| $9.2M |
| 4 | KINGLAND SYSTEMS, LLC KINGLAND SYSTEMS, LLC 401(K) PLAN | CLEAR LAKE IA | 160 | $32.0M | $8.2M |
| 5 | ARCADIA SOLUTIONS, LLC ARCADIA SOLUTIONS RETIREMENT SAVINGS PLAN | BURLINGTON MA | 359 | $47.6M | $8.2M |
| 6 | KANE WAREHOUSING, INC. KANE WAREHOUSING, INC. RETIREMENT SAVINGS PLAN | SCRANTON PA | 2,985 | $56.5M | $6.3M |
| 7 | GLACIER POINT ENTERPRISE, INC. GLACIER POINT ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | MOORESTOWN NJ | 872 | $38.2M | $5.1M |
| 8 | VISTRA USA INC. VISTRA USA INC., 401(K) PLAN | BOSTON MA | 216 | $19.1M | $4.7M |
| 9 | GARDNER DENVER PETROLEUM PUMPS LLC GD ENERGY PRODUCTS 401(K) PLAN | TULSA OK | 424 | $39.5M | $3.6M |
| 10 | NUSS TRUCK GROUP INC. NUSS TRUCK & EQUIPMENT 401(K) PLAN | ROCHESTER MN | 363 | $47.0M | $3.2M |
