Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity 500 Index Premium Fund Mutual fund in their Schedule of Assets, totaling $175.2M 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 | STRIPE, INC. STRIPE, INC. 401K PLAN | SOUTH SAN FRANCISCO CA | 5,154 | $718.1M | $164.9M |
| 2 | BIG-D CORPORATION BIG-D 401K BUILD PLAN | SALT LAKE CITY UT | 1,896 | $113.8M | $7.6M |
| 3 | CLAYTON BLOCK COMPANY, INC. CLAYTON BLOCK COMPANY, INC. PROFIT SHARING/401(K) PLAN |
NEPTUNE NJ |
| 281 |
| $73.4M |
| $1.7M |
| 4 | CROWN AUTO DEALERSHIPS, INC. CROWN AUTO DEALERSHIP EMPLOYEES CAPITAL ACCUMULATION PLAN | ST. PETESBURG FL | 1,273 | $56.0M | $982K |