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 Mutual Funds (1) in their Schedule of Assets, totaling $9.6M 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 | WALKER INFORMATION, INC. WISER PLAN - WALKER INFORMATION SAVINGS EMPLOYEE RETIREMENT PLAN | INDIANAPOLIS IN | 124 | $30.1M | $7.4M |
| 2 | PREMIER HOLDINGS, LLC PREMIER HOLDINGS, LLC 401(K) RETIREMENT SAVINGS PLAN | NASHVILLE TN | 261 | $18.7M | $2.2M |