Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity 500 Index Interest in registered investment companies xx in their Schedule of Assets, totaling $17.6M 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 | SAFRA NATIONAL BANK OF NEW YORK PROFIT SHARING & 401(K) PLAN OF SAFRA NATIONAL BANK OF NEW YORK | NEW YORK NY | 402 | $91.9M | $15.8M |
| 2 | ELECTROSOFT SERVICES INC. ELECTROSOFT SERVICES INC. 401(K) PLAN | RESTON VA | 189 | $9.3M | $1.6M |
| 3 | HEALTHCARE ACCESS MARYLAND, INC. |
BALTIMORE MD |
| 193 |
| $7.1M |
| $92K |
