Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding s Fidelity Investments 500 Index Fund in their Schedule of Assets, totaling $312.7M 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 | NUVANCE HEALTH NUVANCE HEALTH 401(K) RETIREMENT SAVINGS PLAN | DANBURY CT | 10,383 | $1.2B | $149.8M |
| 2 | ANTHOLOGY INC. ANTHOLOGY INC. RETIREMENT PLAN | BOCA RATON FL | 1,097 | $270.1M | $44.4M |
| 3 | GOWAN COMPANY, LLC GOWAN GROUP 401(K) PROFIT SHARING PLAN |
YUMA AZ |
| 891 |
| $91.6M |
| $16.9M |
| 4 | NATIONAL DCP, LLC NATIONAL DCP 401(K) PROFIT SHARING PLAN AND TRUST | DULUTH GA | 1,772 | $117.8M | $16.1M |
| 5 | ES OPCO USA LLC VESERIS 401(K) SAVINGS PLAN | AUSTIN TX | 380 | $56.9M | $15.5M |
| 6 | BEST PRACTICE ASSOCIATES, LLC TRIA FEDERAL 401(K) PLAN | ARLINGTON VA | 812 | $76.3M | $12.1M |
| 7 | DCCA DCCA RETIREMENT SAVINGS PLAN | ELLICOTT CITY MD | 349 | $56.0M | $9.4M |
| 8 | AD HOC LLC AD HOC 401(K) PLAN | MCLEAN VA | 491 | $49.9M | $9.1M |
| 9 | SEMI SEMI 401(K) RETIREMENT PLAN | MILPITAS CA | 109 | $37.8M | $8.5M |
| 10 | BAIRD & WARNER, INC. THE BAIRD & WARNER 401(K) RETIREMENT SAVINGS PLAN | CHICAGO IL | 385 | $45.1M | $6.7M |
