Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Fidelity 500 Index Inst. in their Schedule of Assets, totaling $232.7M 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 | BAPTIST HEALTHCARE SYSTEM, INC. BAPTIST HEALTH THRIFT PLAN | LOUISVILLE KY | 2 | $1.2B | $189.4M |
| 2 | RSUI INDEMNITY COMPANY RSUI 401(K) / RETIREMENT SAVINGS PLAN | ATLANTA GA | 405 | $234.4M | $24.6M |
| 3 | YAMAHA CORPORATION OF AMERICA YAMAHA CORPORATION OF AMERICA RETIREMENT SAVINGS PLAN |
BUENA PARK CA |
| 438 |
| $130.3M |
| $18.7M |
