Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity 500 Indx in their Schedule of Assets, totaling $11.6M 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 | APPLIED INFORMATION SCIENCES, INC. APPLIED INFORMATION SCIENCES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN | RESTON VA | 448 | $100.0M | $11.5M |
| 2 | PSYCHIATRIC STAFFING, LLC PSYCHIATRIC STAFFING, LLC 401(K) PLAN | MONTGOMERY AL | 152 | $3.5M | $53K |
