Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fid 500 Index Mutual Fund NR in their Schedule of Assets, totaling $4.0M 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 | APOTHECARY PRODUCTS, LLC. APOTHECARY PRODUCTS, LLC 401(K) PLAN | BURNSVILLE MN | 167 | $17.0M | $2.1M |
| 2 | APERTURE GROUP, LLC APERTURE GROUP, LLC RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 18 | $13.7M | $1.2M |
| 3 | PERMIAN BASIN MATERIALS, LLC PB MATERIALS, LLC RETIREMENT SAVINGS PLAN |
ODESSA TX |
| 327 |
| $13.6M |
| $621K |
