Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity® 500 Index Institutional Prem Fidelity® 500 Index Institutional Pre ^ in their Schedule of Assets, totaling $35.5M 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 | UNITED DAIRY INDUSTRY ASSOCIATION THRIFT AND SAVINGS PLAN SPONSORED BY UNITED DAIRY INDUSTRY ASSOCIATION | ROSEMONT IL | 497 | $169.6M | $16.3M |
| 2 | WHITEFORD, TAYLOR & PRESTON, L.L.P. WHITEFORD, TAYLOR & PRESTON LLP MASTER TRUST | BALTIMORE MD | — | $119.7M | $7.4M |
| 3 | ECUMEN |
SHOREVIEW MN |
| 2,152 |
| $69.1M |
| $6.9M |
| 4 | OZARKS HEALTHCARE OZARKS HEALTHCARE 403(B) PLAN | WEST PLAINS MO | 1,184 | $52.6M | $2.3M |
| 5 | EMPIRE KOSHER POULTRY, INC. EMPIRE KOSHER POULTRY, INC. 401K PROFIT SHARING PLAN | MIFFLINTOWN PA | 413 | $17.1M | $1.0M |
| 6 | LOGAN UNIVERSITY LOGAN UNIVERSITY, INC. PROFIT SHARING PLAN | CHESTERFIELD MO | 287 | $10.5M | $901K |
| 7 | WYANDOT BEHAVIORAL HEALTH NETWORK, INC. WYANDOT RETIREMENT SAVINGS PLAN | KANSAS CITY KS | 445 | $10.6M | $738K |
