Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity 500 Index Inst'l Prem Mutual Fund in their Schedule of Assets, totaling $25.4M 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 | DEWILD GRANT RECKERT & ASSOCIATES DEWILD GRANT RECKERT & ASSOCIATES 401(K) PROFIT SHARING PLAN | ROCK RAPIDS IA | 181 | $100.0M | $11.7M |
| 2 | RISK ADMINISTRATION SERVICES, INC. RAS 401(K) PLAN | SIOUX FALLS SD | 211 | $41.1M | $5.9M |
| 3 | SOUTH DAKOTA COUNCIL OF COMMUNITY BEHAVIORAL HEA |
PIERRE SD |
| 1,810 |
| $52.6M |
| $3.0M |
| 4 | BIG STONE THERAPIES, INC. BIG STONE THERAPIES, INC. RETIREMENT PLAN | BIG STONE CITY SD | 579 | $23.0M | $1.7M |
| 5 | DRIESSEN WATER, INC. DRIESSEN WATER, INC. 401(K) PLAN | OWATONNA MN | 280 | $13.1M | $1.2M |
| 6 | BAY & BAY TRANSFER CO., INC. BAY & BAY RETIREMENT PLAN | EAGAN MN | 448 | $12.0M | $1.0M |
| 7 | SCHULL CONSTRUCTION COMPANY SCHULL CONSTRUCTION CO. PROFIT SHARING PLAN WITH 401(K) FEATURE | SIOUX FALLS SD | 143 | $13.5M | $604K |
| 8 | WOODHARBOR MOLDING & MILLWORKS, INC. WOODHARBOR 401(K) RETIREMENT PLAN | MASON CITY IA | 115 | $9.1M | $270K |
