Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding s Fidelity Investments Fidelity 500 Index N/R in their Schedule of Assets, totaling $442.4M 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 | HENKEL OF AMERICA, INC. HENKEL 401(K) AND DEFINED CONTRIBUTION PLAN | STAMFORD CT | 6,972 | $2.4B | $292.8M |
| 2 | ANESTHESIA CONSULTING & MANAGEMENT, LP NORTHSTAR ANESTHESIA 401K PLAN | IRVING TX | 3,088 | $526.7M | $102.6M |
| 3 | AKUMIN INC. AKUMIN 401(K) PLAN |
PLANTATION FL |
| 3,310 |
| $163.5M |
| $21.0M |
| 4 | MOREGROUP HOLDINGS MOREGROUP HOLDINGS 401(K) PLAN | FORT WORTH TX | 654 | $62.5M | $15.3M |
| 5 | ALTAIR GLOBAL SERVICES, LLC DBA ALTAIR GLOBAL RELO ALTAIR 401(K) PLAN | PLANO TX | 306 | $39.0M | $5.7M |
| 6 | PALM BEACH TAN INC. PALM BEACH TAN INC. 401K PLAN | IRVING TX | 1,677 | $11.3M | $2.6M |
| 7 | INNOVATIVE EMPLOYEE SOLUTIONS, INC. INNOVATIVE EMPLOYEE SOLUTIONS, INC. 401(K) PLAN | SAN DIEGO CA | 1,988 | $18.4M | $2.4M |
