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 Premium Mutual Fund in their Schedule of Assets, totaling $7.4M 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 | INTEGRATED MEDICAL SERVICES, INC. INTEGRATED MEDICAL SERVICES, INC. 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 359 | $36.3M | $4.7M |
| 2 | EMPOWER MEDIA PARTNERS, LLC EMPOWER MEDIA PARTNERS, LLC 401(K) PLAN | CINCINNATI OH | 73 | $21.5M | $2.7M |
