Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding s Fidelity Investments 500 Index in their Schedule of Assets, totaling $75.2M 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 | AVAILITY, L.L.C. AVAILITY, L.L.C. 401(K) RETIREMENT SAVINGS PLAN | JACKSONVILLE FL | 1,590 | $174.8M | $36.1M |
| 2 | AURORIUM HOLDINGS LLC AURORIUM 401(K) DEFERRED SAVINGS PLAN | INDIANAPOLIS IN | 478 | $96.4M | $17.5M |
| 3 | SUTTER NORTH MEDICAL GROUP, INC. SUTTER NORTH MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN |
YUBA CITY CA |
| 91 |
| $84.1M |
| $16.3M |
| 4 | HUIZENGA MANUFACTURING GROUP, INC. HUIZENGA MANUFACTURING GROUP RETIREMENT SAVINGS PLAN | GRAND RAPIDS MI | 770 | $48.5M | $5.2M |
