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 Registered Investment Company in their Schedule of Assets, totaling $93.8M 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 | SQUIRE PATTON BOGGS (US) LLP SQUIRE PATTON BOGGS RETIREMENT SAVINGS PLAN | CLEVELAND OH | 1,123 | $868.6M | $89.9M |
| 2 | JOHNSON TRACTOR INC JOHNSON TRACTOR, INC. EMPLOYEE 401(K) PLAN | JANESVILLE WI | 209 | $22.3M | $3.2M |
| 3 | NEW RESOURCES COMPANIES, INC. NEW RESOURCES COMPANIES 401(K) PLAN |
MILWAUKEE WI |
| 135 |
| $12.0M |
| $698K |
