Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Standard Insurance Company Fidelity 500 Index - in their Schedule of Assets, totaling $55.7M 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 | TINKER FEDERAL CREDIT UNION TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS PLAN | TINKER AFB OK | 1,217 | $89.8M | $15.6M |
| 2 | FORT WORTH COMMUNITY CREDIT UNION FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN | BEDFORD TX | 179 | $38.0M | $4.6M |
| 3 | ASSOCIATED TERMINALS, L.L.C. |
CONVENT LA |
| 819 |
| $47.7M |
| $4.3M |
| 4 | HURRICANES HOLDINGS, LLC HURRICANES HOLDINGS, LLC 401(K) PLAN | RALEIGH NC | 260 | $20.2M | $3.6M |
| 5 | TINKER FEDERAL CREDIT UNION TINKER FEDERAL CREDIT UNION TARGET BENEFIT PLAN | TINKER AFB OK | 787 | $16.2M | $3.4M |
| 6 | COOPER AEROBICS ENTERPRISES, INC. RETIREMENT PLAN OF COOPER AEROBICS ENTERPRISES, INC. | DALLAS TX | 304 | $18.8M | $2.8M |
| 7 | VELOCITY CREDIT UNION VELOCITY CREDIT UNION THRIFT AND SAVINGS PLAN | AUSTIN TX | 203 | $18.4M | $2.7M |
| 8 | TEXAS TRUST CREDIT UNION TEXAS TRUST CREDIT UNION EMPLOYEES' 401(K) PLAN | MANSFIELD TX | 311 | $18.5M | $2.7M |
| 9 | PET FOOD EXPRESS, LLC PET FOOD EXPRESS 401(K) PLAN | CONCORD CA | 768 | $24.0M | $2.1M |
| 10 | A CUT ABOVE EXTERIORS, INC. TIFFEE COMPANIES, INC. AND SUBSIDIARIES 401K PLAN | PORTLAND OR | 361 | $10.1M | $2.1M |
