Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding FIDELITY 500 INDEX FD-AI MUTUAL FUNDS in their Schedule of Assets, totaling $25.9M 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 | BOARD OF TRUSTEES, ELECTRICAL WORKERS INSURANCE FUND ELECTRICAL WORKERS' INSURANCE FUND | MADISON HEIGHTS MI | 3,852 | $130.2M | $14.2M |
| 2 | BAKERY, CONFECTIONERY, TOBACCO WORKERS AND GRAIN MILLERS BAKERY, CONFECTIONERY, TOBACCO WORKERS AND GRAIN MILLERS INTERNATIONAL UNION EMPLOYEES' PENSION PLAN | KENSINGTON MD | 28 | $71.5M | $11.6M |