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 Institutional Premium Mutual fund in their Schedule of Assets, totaling $65.4M 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 | FLORIDA HEALTH SCIENCES CENTER, INC. FLORIDA HEALTH SCIENCES CENTER 403(B) SAVINGS PLAN | TAMPA FL | 11,892 | $768.3M | $63.6M |
| 2 | TUFCO LP TUFCO 401(K) PLAN | GREEN BAY WI | 289 | $7.6M | $1.8M |
