Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fid 500 Index Fund Mutual Fund in their Schedule of Assets, totaling $2.1M 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 | ROTHY'S, INC. ROTHY'S, INC. 401(K) PLAN | SAN FRANCISCO CA | 371 | $17.1M | $1.4M |
| 2 | WPG AMERICAS, INC. WPG AMERICAS, INC. 401K PLAN | SAN JOSE CA | 83 | $10.2M | $681K |
| 3 | SARATOGA MOTORS INC SARATOGA MOTORS INC. 401(K) PROFIT SHARING PLAN & TRUST |
SARATOGA SPRINGS NY |
| 168 |
| $7.0M |
| $25K |
