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 Mutual fund in their Schedule of Assets, totaling $8.0M 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 | DEACONESS HEALTH SYSTEM, INC. DEACONESS HEALTH SYSTEM, INC. TAX SHELTERED ANNUITY THRIFT PLAN | EVANSVILLE IN | 526 | $18.9M | $4.1M |
| 2 | AFFILIATED HEALTHCARE SYSTEMS AFFILIATED HEALTHCARE SYSTEMS RETIREMENT PARTNERSHIP 401(K) PLAN | BREWER ME | 331 | $32.3M | $3.8M |