Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding S SHARES / UNITS Fidelity 500 Index in their Schedule of Assets, totaling $256.9M 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 | FACTSET RESEARCH SYSTEMS INC. FACTSET RESEARCH SYSTEMS INC. PLAN | NORWALK CT | 2,364 | $863.3M | $203.9M |
| 2 | GLENCORE LTD. GLENCORE LTD. 401(K) SAVINGS PLAN | NEW YORK NY | 338 | $75.2M | $19.6M |
| 3 | WORLD ECONOMIC FORUM LLC WORLD ECONOMIC FORUM LLC 401(K) PLAN |
NEW YORK NY |
| 129 |
| $49.3M |
| $8.2M |
| 4 | AMERICAN TRANSIT INSURANCE COMPANY AMERICAN TRANSIT INSURANCE COMPANY 401(K) PROFIT SHARING PLAN | BROOKLYN NY | 525 | $34.7M | $5.5M |
| 5 | THE CHANNEL COMPANY, LLC THE CHANNEL COMPANY 401(K) PLAN | NEEDHAM MA | 261 | $36.5M | $4.7M |
| 6 | PENNSYLVANIA MACHINE WORKS, LLC. PMW 401(K) PLAN | ASTON PA | 298 | $37.9M | $3.6M |
| 7 | USALLIANCE FEDERAL CREDIT UNION USALLIANCE FEDERAL CREDIT UNION 401(K) PLAN | RYE NY | 282 | $35.4M | $3.3M |
| 8 | LAUFER GROUP INTERNATIONAL LTD LAUFER GROUP INTERNATIONAL LTD 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 191 | $16.1M | $2.8M |
| 9 | HEREFORD INSURANCE COMPANY HEREFORD INSURANCE COMPANY 401(K) PROFIT SHARING PLAN AND TRUST | LONG ISLAND CITY NY | 241 | $15.6M | $2.7M |
| 10 | NORTHLAND CABLE TELEVISION, INC. VYVE 401(K) PLAN | RYE BROOK NY | 617 | $25.8M | $2.5M |
