Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity 500 Index Fd Registered investment companies in their Schedule of Assets, totaling $22.3M 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 | BIG 'I' RETIREMENT SERVICES LLC BIG 'I' MEP 401(K) PLAN | ALEXANDRIA VA | 691 | $137.7M | $14.8M |
| 2 | AEVEX AEROSPACE, LLC AEVEX AEROSPACE, LLC 401(K) PLAN | SOLANA BEACH CA | 628 | $49.7M | $6.3M |
| 3 | SHAPIRO SALES COMPANY SHAPIRO SALES COMPANY EMPLOYEES' SAVINGS PLAN AND TRUST |
ST. LOUIS MO |
| 122 |
| $9.7M |
| $1.3M |
