Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Class Institutional 2 Fidelity Fidelity 500 Index Fund N/R in their Schedule of Assets, totaling $638K 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 | ACTS RETIREMENT - LIFE COMMUNITIES, INC. PENINSULA UNITED METHODIST HOMES, INC. 401(K) PLAN | FT WASHINGTON PA | 260 | $7.9M | $638K |
