Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity 500 Index Investor* in their Schedule of Assets, totaling $518.7M 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 | NORTHWESTERN MEMORIAL HEALTHCARE NORTHWESTERN MEMORIAL EMPLOYEE 401(K) PRE-TAX SAVINGS PLAN | CHICAGO IL | 38,348 | $5.4B | $506.6M |
| 2 | BUTZEL LONG, A PROFESSIONAL CORPORATION BUTZEL LONG EMPLOYEES THRIFT PLAN AND TRUST | DETROIT MI | 246 | $109.3M | $12.1M |