Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company** Fidelity 500 Index Fund in their Schedule of Assets, totaling $54.5M 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 | SOUTH DENVER CARDIOLOGY SOUTH DENVER CARDIOLOGY ASSOCIATES, P.C. 401K PROFIT SHARING PLAN | LITTLETON CO | 271 | $50.7M | $6.7M |
| 2 | PLAN FIDUCIARY SERVICES, INC. ENTERPRISE SELECT POOLED EMPLOYER PLAN | CLEARWATER FL | 3,880 | $76.5M | $5.0M |
| 3 | LONGEVITY HOLDINGS INC |
MINNEAPOLIS MN |
| 502 |
| $27.9M |
| $3.4M |
| 4 | WELLCOM GROUP, INC. WELLCOM GROUP, INC. 401(K) PLAN | NEW YORK NY | 118 | $14.0M | $2.8M |
| 5 | MP2 ENERGY LLC MP2 ENERGY LLC 401(K) PLAN | HOUSTON TX | 231 | $18.8M | $2.7M |
| 6 | CANYON VIEW MEDICAL GROUP LC CANYON VIEW MEDICAL GROUP LC 401K & PSP | SPANISH FORK UT | 179 | $39.3M | $2.7M |
| 7 | ALLEGIANT PARTNERS, INC. TOKYO CENTURY (USA) INC. 401(K) RETIREMENT SAVINGS PLAN | BEND OR | 224 | $13.1M | $2.6M |
| 8 | ARAS CORPORATION ARAS CORPORATION 401(K) PLAN | ANDOVER MA | 179 | $18.5M | $2.6M |
| 9 | NORMAN W. FRIES, INC. CLAXTON CLAXTON POULTRY FARMS EMPLOYEES' SAVING PLAN | CLAXTON GA | 2,924 | $20.4M | $2.5M |
| 10 | HERBERT J SIMS & CO. INC. HERBERT J SIMS 401(K) PLAN | FAIRFIELD CT | 111 | $30.1M | $2.3M |
