Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Fidelity 500 Index instl Prem N/R in their Schedule of Assets, totaling $31.1M 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 | BURLINGTON COAT FACTORY WAREHOUSE CORPORATION BURLINGTON STORES SAVINGS PLAN | BURLINGTON NJ | 68,833 | $457.0M | $25.6M |
| 2 | EVERGEN EVERGEN 401(K) PLAN | ALACHUA FL | 671 | $61.5M | $5.5M |