Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding s Fidelity Fidelity 500 Index in their Schedule of Assets, totaling $398.1M 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 | PRATT INDUSTRIES U.S.A., INC. PRATT INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | ATLANTA GA | 9,240 | $551.8M | $107.6M |
| 2 | NATIONAL VETERINARY ASSOCIATES, INC. NATIONAL VETERINARY ASSOCIATES, INC. 401(K) PLAN | WESTLAKE VILLAGE CA | 49,760 | $809.2M | $74.5M |
| 3 | APRIO HOLDINGS LLC |
ATLANTA GA |
| 1,652 |
| $218.1M |
| $46.2M |
| 4 | FREUDENBERG HOUSEHOLD PRODUCTS LP FREUDENBERG COMPANIES 401(K) SAVINGS PLAN | AURORA IL | 2,912 | $345.4M | $42.9M |
| 5 | THE URBAN INSTITUTE THE URBAN INSTITUTE RETIREMENT PLAN | WASHINGTON DC | 653 | $329.9M | $27.5M |
| 6 | RPC, INC. RPC, INC. RETIREMENT SAVINGS PLAN | ST AUGUSTINE FL | 2,411 | $326.1M | $21.5M |
| 7 | SPECTRA LOGIC CORP. SPECTRA LOGIC 401(K) PROFIT SHARING PLAN | BOULDER CO | 281 | $53.4M | $12.7M |
| 8 | CODEFIED INC. HOUSECALL PRO 401(K) PLAN | DENVER CO | 782 | $17.4M | $8.5M |
| 9 | THE SOLOMON R. GUGGENHEIM FOUNDATION THE SOLOMON R. GUGGENHEIM FOUNDATION 403(B) RETIREMENT PLAN | NEW YORK NY | 482 | $56.3M | $8.2M |
| 10 | CONSOLIDATED SAFETY SERVICES, INC. CSS-DYNAMAC 401(K) PLAN | FAIRFAX VA | 320 | $48.8M | $6.8M |
