Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity 500 Index Registered investment company (1) in their Schedule of Assets, totaling $18.5M 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 | MODERNIZING MEDICINE, INC. MODERNIZING MEDICINE, INC. 401(K) PLAN | BOCA RATON FL | 1,615 | $114.8M | $18.5M |
| 2 | CARTER FUNDS LLC CARTER FUNDS LLC 401(K) PLAN | TAMPA FL | 213 | $7.4M | $5K |
