Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding 1FXAIX FIDELITY 500 INDEX in their Schedule of Assets, totaling $9.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALLIANTGROUP LP ALLIANTGROUP LP 401(K) PLAN | HOUSTON TX | 586 | $39.0M | $7.3M |
| 2 | WEST HAWAII COMMUNITY HEALTH CENTER, INC. DBA HAWAII ISLAND COMMUNITY HAWAII ISLAND COMMUNITY HEALTH CENTER 403(B) PLAN | KAILUA-KONA HI | 439 | $12.9M | $1.2M |
| 3 | PROFORMANCE ASSOCIATES, INC. THE OPRW 401(K) PLAN |
WALNUT CREEK CA |
| 113 |
| $10.4M |
| $843K |
