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 Inv Class Fund in their Schedule of Assets, totaling $15.7M 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 | LBMC, PC LATTIMORE, BLACK, MORGAN & CAIN, P.C. PROFIT SHARING PLAN | BRENTWOOD TN | 593 | $85.7M | $15.7M |
