Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Standard Fidelity® 500 Index in their Schedule of Assets, totaling $6.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BAILEY NURSERIES, INC. BAILEY NURSERIES, INC. 401(K) PROFIT SHARING PLAN | NEWPORT MN | 643 | $84.2M | $4.0M |
| 2 | MUNGER BROS., LLC MUNGER BROS., LLC 401(K) PLAN | DELANO CA | 223 | $8.9M | $1.3M |
| 3 | ASSOCIATED GENERAL CONTRACTORS OF MISSOURI AGC OF MISSOURI 401(K) PLAN |
ST. LOUIS MO |
| 494 |
| $7.4M |
| $1.3M |
