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 Mutual Funds N/A in their Schedule of Assets, totaling $12.1M 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 | AMALGAMATED SUGAR COMPANY AMALGAMATED SUGAR COMPANY SALARIED 401(K) PLAN | BOISE ID | 365 | $80.4M | $6.5M |
| 2 | DBA EMPLOYERS COUNCIL MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST | DENVER CO | 162 | $20.1M | $3.3M |
| 3 | YORK ENTERPRISE SOLUTIONS, INC |
WESTCHESTER IL |
| 260 |
| $15.6M |
| $2.3M |