Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Standard Insurance Company Fidelity 500 Index Fund in their Schedule of Assets, totaling $30.7M 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 | TILLAMOOK COUNTY CREAMERY ASSOCIATION TILLAMOOK COUNTY CREAMERY ASSOCIATION EMPLOYEES' 401(K) SAVINGS PLAN | TILLAMOOK OR | 1,005 | $167.9M | $24.9M |
| 2 | DOLAN NORTHWEST, LLC DOLAN ENTERPRISES 401(K) PROFIT SHARING PLAN | PORTLAND OR | 199 | $22.5M | $3.6M |
| 3 | GEOTECH ENVIRONMENTAL EQUIPMENT, INC. |
DENVER CO |
| 134 |
| $7.1M |
| $1.2M |
| 4 | YAMAMOTO FB ENGINEERING, INC. YAMAMOTO FB ENGINEERING, INC. 401 (K) RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 110 | $5.3M | $1.0M |
