Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity 500 Index Institutional Prem N/A in their Schedule of Assets, totaling $19.7M 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 | HOLZER HEALTH SYSTEM HOLZER HEALTH SYSTEM 401A PROFIT SHARING PLAN | GALLIPOLIS OH | 2,139 | $183.3M | $13.9M |
| 2 | HOLZER HEALTH SYSTEM HOLZER HEALTH SYSTEM 403B PLAN | GALLIPOLIS OH | 2,800 | $88.7M | $5.8M |
| 3 | TOM'S FOOD MARKETS, INC. TOM'S FOOD MARKETS, INC. 401(K) PROFIT SHARING PLAN |
TRAVERSE CITY MI |
| 150 |
| $5.1M |
| $105K |