Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity 500 Index Fund Institutional Class Registered Investment Company in their Schedule of Assets, totaling $34.9M 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 | CALIX, INC. CALIX, INC. 401(K) RETIREMENT SAVINGS PLAN. | SAN JOSE CA | 1,014 | $256.5M | $34.9M |
