Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity 500 Index Premium Mutual fund in their Schedule of Assets, totaling $5.2M 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 | STONE COAST FUND SERVICES LLC STONE COAST FUND SERVICES LLC 401(K) PLAN | PORTLAND ME | 209 | $32.6M | $3.7M |
| 2 | TROY BELTING AND SUPPLY COMPANY TROY BELTING AND SUPPLY COMPANY 401(K) AND PROFIT SHARING PLAN | WATERVLIET NY | 108 | $19.3M | $1.1M |
| 3 | PINES OF SARASOTA |
SARASOTA FL |
| 235 |
| $5.2M |
| $478K |