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 (Mutual Fund) in their Schedule of Assets, totaling $1.3M 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 | JAHNEL GROUP, INC. JAHNEL GROUP, INC. 401(K) PLAN | SCHENECTADY NY | 93 | $10.2M | $850K |
| 2 | DE WAFELBAKKERS, LLC DE WAFELBAKKERS 401(K) PROFIT SHARING PLAN AND TRUST | NORTH LITTLE ROCK AR | 548 | $7.2M | $441K |
