Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding FIDELITY 500 INDEX INST'L PREM in their Schedule of Assets, totaling $2.0M 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 | FORSTROM BANCORPORATION INC. FORSTROM BANCORPORATION 401(K) PLAN AND TRUST | CLARA CITY MN | 218 | $16.5M | $1.3M |
| 2 | FAMILY SERVICES, INC. FAMILY SERVICES, INC. 403(B) PLAN | POUGHKEEPSIE NY | 213 | $7.6M | $757K |
