Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding S SHARES/UNITS Fidelity 500 Index Fund in their Schedule of Assets, totaling $72.0M 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 | CAPRI HOLDINGS LIMITED (USA) CAPRI HOLDINGS LIMITED (USA) 401(K) PLAN | NEW YORK NY | 4,448 | $213.7M | $25.3M |
| 2 | HAVER ANALYTICS, INC. HAVER ANALYTICS EMPLOYEE STOCK OWNERSHIP 401(K) PLAN | NEW YORK NY | 104 | $49.8M | $11.2M |
| 3 | DAIRYLAND USA CORP. THE CHEF'S WAREHOUSE 401(K) PROFIT SHARING PLAN & TRUST |
RIDGEFIELD CT |
| 5,198 |
| $118.1M |
| $11.1M |
| 4 | FARMER BROS. CO. FARMER BROS. CO. 401(K) PLAN | FORT WORTH TX | 910 | $103.5M | $9.1M |
| 5 | PRO PUBLICA, INC. PRO PUBLICA, INC. 403(B) PLAN | NEW YORK NY | 200 | $30.8M | $7.6M |
| 6 | THE CENTER FOR REPRODUCTIVE RIGHTS, INC. CENTER FOR REPRODUCTIVE RIGHTS RETIREMENT PLAN | NEW YORK NY | 178 | $31.1M | $5.3M |
| 7 | EMAGIN CORPORATION EMAGIN CORPORATION 401(K) PLAN | HOPEWELL JUNCTION NY | 150 | $14.1M | $2.3M |
