Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity 500 Index Funds Mutual fund 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FACSIMILE COMMUNICATIONS INDUSTRIES, INC. DBA ATLANTIC TOMORROWSOFFICE ATLANTIC TOMORROWSOFFICE 401(K)PLAN | NEW YORK NY | 370 | $29.2M | $2.3M |
| 2 | MILLER-NICHOLSON INC. MILLER-NICHOLSON RETIREMENT PLAN | SEATTLE WA | 215 | $12.2M | $1.4M |
| 3 | KAW VALLEY ENGINEERING, INC. |
JUNCTION CITY KS |
| 163 |
| $7.8M |
| $137K |