Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Transamerica Fidelity 500 Index in their Schedule of Assets, totaling $3.9M 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 | TEALL CAPITAL PARTNERS LLC TEALL CAPITAL PARTNERS LLC 401(K) PROFIT SHARING PLAN | WINSTON-SALEM NC | 296 | $13.1M | $998K |
| 2 | PLAN PROFESSIONALS, LLC PREMIER 401(K) POOLED EMPLOYER PLAN | SHREWSBURY NJ | 5,269 | $16.6M | $883K |
| 3 | BUDDHA JONES, LLC BUDDHA JONES, LLC 401(K) PLAN |
LOS ANGELES CA |
| 99 |
| $6.5M |
| $860K |
| 4 | BULL MOOSE HEAVY HAUL, INC. BULL MOOSE HEAVY HAUL, INC. 401(K) PLAN | MANCHESTER IA | 216 | $10.0M | $789K |
| 5 | CHR EMPLOYEES, LLC CHR EMPLOYEES 401K PLAN | OAK BROOK IL | 47 | $3.1M | $411K |
