Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding s Fidelity Management Trust Company Fidelity 500 Index Fund in their Schedule of Assets, totaling $10.9M 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 | DAVIS DEFENSE GROUP, INC. DAVIS DEFENSE GROUP, INC. 401(K) | STAFFORD VA | 280 | $20.7M | $4.7M |
| 2 | IROQUOIS PIPELINE OPERATING COMPANY IROQUOIS PIPELINE OPERATING COMPANY SAVINGS PLAN | SHELTON CT | 89 | $39.3M | $4.7M |
| 3 | STRATEGIC MATERIALS STRATEGIC MATERIALS EMPLOYEE RETIREMENT PLAN |
HOUSTON TX |
| 576 |
| $20.5M |
| $970K |
| 4 | ORTHO SPORT AND SPINE PHYSICIANS ESO MANAGEMENT LLC 401K PLAN | ATLANTA GA | 316 | $8.6M | $554K |
