Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity 500 Indx-Inst Prem in their Schedule of Assets, totaling $4.4M 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 | CLICK N' CLOSE, INC. CLICK N' CLOSE, INC. 401(K) PLAN | ADDISON TX | 285 | $24.6M | $3.9M |
| 2 | KANSAS CITY HOSPICE, INC. KANSAS CITY HOSPICE, INC. RETIREMENT SAVINGS PLAN | KANSAS CITY MO | 326 | $13.9M | $485K |
| 3 | K & G PETROLEUM, LLC K & G PETROLEUM, LLC 401(K) PLAN |
LITTLETON CO |
| 525 |
| $2.1M |
| $41K |