Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Voya Fidelity 500 Index Fund - in their Schedule of Assets, totaling $21.9M 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 | AMBOY BANCORPORATION AMBOY BANCORPORATION 401K PLAN AND TRUST | OLD BRIDGE NJ | 224 | $25.4M | $4.9M |
| 2 | ENGINE & TRANSMISSION EXCHANGE, INC. ENGINE & TRANSMISSION EXCHANGE, INC 401(K) PLAN AND TRUST | MILWAUKEE WI | 579 | $7.7M | $2.8M |
| 3 | RRM DESIGN GROUP RRM DESIGN GROUP RETIREMENT PLAN |
SAN LUIS OBISPO CA |
| 181 |
| $27.0M |
| $2.4M |
| 4 | ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. RETIREMENT PLAN | MILWAUKEE WI | 114 | $34.0M | $2.1M |
| 5 | SCHAEFFER AUTOMOTIVE GROUP, INC. WOLFCHASE HONDA-NISSAN RETIREMENT PLAN | BARTLETT TN | 146 | $7.9M | $2.0M |
| 6 | NASONVILLE DAIRY, INC. NASONVILLE DAIRY, INC. RETIREMENT PLAN | MARSHFIELD WI | 134 | $7.8M | $1.3M |
| 7 | TRUE ORGANIC PRODUCTS, INC. TRUE ORGANIC PRODUCTS, INC. 401(K) PLAN | MONTEREY CA | 165 | $10.3M | $975K |
| 8 | MARQUEE BRANDS, LLC MARQUEE BRANDS, LLC 401(K) PLAN | NEW YORK NY | 112 | $13.4M | $808K |
| 9 | JRGO LLC DBA INTEGRITY ASSESSMENT GROUP INTEGRITY ASSESSMENT GROUP 401(K) PLAN | CLARE MI | 163 | $6.1M | $731K |
| 10 | GDS CONTRACTING CORP. GDS CONTRACTING CORP. 401(K) PLAN | BERLIN CT | 164 | $11.9M | $712K |
