Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Fidelity® 500 Index Institutional Prem Mutual fund in their Schedule of Assets, totaling $140.1M 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 | ZIMMER GUNSUL FRASCA ARCHITECTS LLP ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN | PORTLAND OR | 647 | $151.2M | $27.8M |
| 2 | PRUITTHEALTH, INC. PRUITTHEALTH, INC. EMPLOYEES 401(K) PLAN AND HERO FUND | NORCROSS GA | 20,816 | $267.0M | $24.8M |
| 3 | HPS INVESTMENT PARTNERS, LLC |
NEW YORK NY |
| 616 |
| $102.5M |
| $17.4M |
| 4 | MKA INTERNATIONAL, INC. MKA INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | WALNUT CREEK CA | 298 | $97.6M | $14.6M |
| 5 | ICM VENTURES, INC. ICM VENTURES RETIREMENT PLAN | COLWICH KS | 348 | $65.6M | $9.9M |
| 6 | HIBBETT, INC. HIBBETT, INC. 401(K) PROFIT SHARING PLAN | BIRMINGHAM AL | 24,562 | $59.0M | $6.5M |
| 7 | HEYWOOD HOSPITAL HEYWOOD HOSPITAL EMPLOYEE RETIREMENT SAVINGS PLAN | GARDNER MA | 1,672 | $88.2M | $6.4M |
| 8 | JULY BUSINESS SERVICES JULY POOLED EMPLOYER PLAN #1 | WACO TX | 3,275 | $48.2M | $4.9M |
| 9 | BOLLINGER SHIPYARDS, LLC BOLLINGER SHIPYARDS 401(K) SAVINGS PLAN | LOCKPORT LA | 2,082 | $109.1M | $4.9M |
| 10 | VINIK SPORTS GROUP LLC VINIK SPORTS GROUP 401(K) PLAN | TAMPA FL | 547 | $35.7M | $3.0M |
