Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding s Fidelity Fidelity 500 Index N/R in their Schedule of Assets, totaling $93.3M 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 | REGIONAL WOMEN'S HEALTH GROUP, LLC AXIA WOMEN'S HEALTH 401(K) PROFIT SHARING PLAN | VOORHESS NJ | 2,120 | $324.0M | $38.8M |
| 2 | WVU HEALTH SYSTEM WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION 403(B) PLAN | MORGANTOWN WV | 2,091 | $327.7M | $33.0M |
| 3 | CONFLUENCE TECHNOLOGIES, INC. |
PITTSBURGH PA |
| 249 |
| $71.7M |
| $14.4M |
| 4 | HOLMES US, A PARTNERSHIP HOLMES US, A PARTNERSHIP SALARY SAVINGS PLAN 401(K) | SAN FRANCISCO CA | 102 | $11.0M | $2.8M |
| 5 | WATERFIELD TECHNOLOGIES WATERFIELD TECHNOLOGIES 401(K) PLAN | TULSA OK | 225 | $33.8M | $2.7M |
| 6 | CE BROKER, INC. CE BROKER, INC. RETIREMENT SAVINGS & PROFIT SHARING PLAN & TRUST | JACKSONVILLE BEACH FL | 155 | $8.1M | $1.5M |
| 7 | STRAIGHTERLINE, INC. STRAIGHTERLINE, INC. 401(K) PLAN | ARLINGTON VA | 81 | $3.8M | $152K |
