Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity 500 Index Instl Prem Mutual fund in their Schedule of Assets, totaling $22.0M 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 | SOUTHWEST LOUISIANA HOSPITAL ASSOCIATION LAKE CHARLES MEMORIAL HEALTH SYSTEM 403(B) PLAN | LAKE CHARLES LA | 2,772 | $109.9M | $12.3M |
| 2 | SOUTHWEST LOUISIANA HOSPITAL ASSOCIATION LAKE CHARLES MEMORIAL HEALTH SYSTEM RETIREMENT PLAN | LAKE CHARLES LA | 2,109 | $51.7M | $3.7M |
| 3 | EDUCATION MINNESOTA |
SAINT PAUL MN |
| 159 |
| $40.8M |
| $2.8M |
| 4 | BLACK RIVER SYSTEMS COMPANY, INC. BLACK RIVER SYSTEMS COMPANY 401(K) EMPLOYEE RETIREMENT PLAN | UTICA NY | 109 | $13.1M | $1.5M |
| 5 | COMMUNITY WELLNESS PARTNERS, INC. COMMUNITY WELLNESS PARTNERS, INC. 403(B) PLAN | CLINTON NY | 605 | $11.2M | $1.2M |
| 6 | PINES OF SARASOTA HEALTHCARE, LLC PINES OF SARASOTA HEALTHCARE, LLC 401(K) PLAN | SARASOTA FL | 231 | $5.7M | $563K |
