Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Fidelity 500 Index Fund Premium Class in their Schedule of Assets, totaling $43.0M 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 | PHIBRO ANIMAL HEALTH CORPORATION PHIBRO ANIMAL HEALTH CORPORATION 401(K) RETIREMENT AND SAVINGS PLAN | TEANECK NJ | 974 | $175.5M | $28.7M |
| 2 | DELTA SONIC CAR WASH SYSTEMS, INC. DELTA SONIC RETIREMENT SAVINGS PLAN | BUFFALO NY | 1,346 | $54.2M | $7.6M |
| 3 | BENDERSON DEVELOPMENT CO., LLC |
UNIVERSITY PARK FL |
| 403 |
| $71.6M |
| $5.8M |
| 4 | LISCR, LLC LISCR, LLC 401(K) RETIREMENT PLAN | DULLES VA | 181 | $13.1M | $950K |
