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 Premium Fund in their Schedule of Assets, totaling $8.5M 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 | TTCU FEDERAL CREDIT UNION TTCU RETIREMENT PLAN | TULSA OK | 395 | $49.3M | $5.1M |
| 2 | AMERICAN FINANCIAL NETWORK, INC. AMERICAN FINANCIAL NETWORK, INC. 401(K) PROFIT SHARING PLAN | BREA CA | 1,176 | $43.2M | $2.9M |
| 3 | EONE MEDICAL, PLLC D/B/A MOBILITY BONE & JOINT INSTITUTE |
SALEM NH |
| 94 |
| $15.5M |
| $443K |
