Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity 500 Index Fund – Fidelity Advantage Class in their Schedule of Assets, totaling $20.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MITSUBISHI UFJ TRUST AND BANKING CORPORATION MITSUBISHI UFJ TRUST AND BANKING CORPORATION RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 249 | $87.9M | $10.7M |
| 2 | COVENANT AVIATION SECURITY, LLC COVENANT RETIREMENT PLAN | BOLINGBROOK IL | 2,404 | $108.1M | $10.3M |