Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding s Fidelity Investments Fidelity 500 Index in their Schedule of Assets, totaling $49.2M 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 | CLYDE & CO US LLP CLYDE & CO US LLP 401(K) PLAN | NEW YORK NY | 703 | $136.3M | $22.8M |
| 2 | BTS USA, INC. BTS USA, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 402 | $74.4M | $11.7M |
| 3 | YELLOWSTONE LANDSCAPE, INC. YELLOWSTONE LANDSCAPE, INC. 401(K) PROFIT SHARING PLAN |
BUNNELL FL |
| 3,136 |
| $39.1M |
| $3.6M |
| 4 | HORMANN LLC HORMANN LLC EMPLOYEES SALARY SAVINGS PLAN | MONTGOMERY IL | 695 | $29.0M | $3.5M |
| 5 | VOSS AUTOMOTIVE, INC. VOSS AUTOMOTIVE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | FORT WAYNE IN | 129 | $17.9M | $2.2M |
| 6 | CRM MANAGEMENT, LLC CRM MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | HOLLYWOOD FL | 174 | $11.9M | $1.7M |
| 7 | KEYSTONE DENTAL, INC. KEYSTONE DENTAL, INC. 401(K) PROFIT SHARING PLAN | BURLINGTON MA | 113 | $12.9M | $1.3M |
| 8 | CRM MANAGEMENT, LLC CRM MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | HOLLYWOOD FL | 157 | $10.0M | $1.3M |
| 9 | MARINE REPAIR SERVICES, INC. MARINE REPAIR SERVICES, INC. 401(K) PLAN | CHARLESTON SC | 508 | $8.5M | $1.1M |
