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 Registered Investment Company (Omitted for in their Schedule of Assets, totaling $3.8M 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 | CARLETON-WILLARD HOMES, INC. CARLETON-WILLARD HOMES, INC. RETIREMENT PLAN | BEDFORD MA | 425 | $19.7M | $3.8M |
