Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity 500 Index Investor Mutual Fund in their Schedule of Assets, totaling $41.7M 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 | AMPLIFY EDUCATION, INC. AMPLIFY EDUCATION, INC. 401(K) PLAN | BROOKLYN NY | 1,786 | $169.0M | $25.3M |
| 2 | TATA CHEMICALS SODA ASH PARTNERS LLC TATA CHEMICALS SODA ASH PARTNERS LLC HOURLY EMPLOYEES' SAVINGS PLAN | SANDY UT | 408 | $40.3M | $10.0M |
| 3 | TATA CHEMICALS SODA ASH PARTNERS LLC |
SANDY UT |
| 205 |
| $34.9M |
| $6.4M |
