Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity 500 Index Fund; Institutional Class Mutual Fund in their Schedule of Assets, totaling $275.6M 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 | DISH NETWORK CORPORATION DISH NETWORK CORPORATION 401(K) PLAN | ENGLEWOOD CO | 11,903 | $1.6B | $204.9M |
| 2 | AHLSTROM USA INC. AHLSTROM RETIREMENT SAVINGS PLAN | WINDSOR LOCKS CT | 2,693 | $550.8M | $57.6M |
| 3 | CREDIT ONE BANK, NATIONAL ASSOCIATION CREDIT ONE BANK, N. A. 401(K) PLAN AND TRUST |
LAS VEGAS NV |
| 954 |
| $100.1M |
| $13.2M |