Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Fidelity 500 Index Mutual Fund Shares in their Schedule of Assets, totaling $1.8M 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 | FRANKLIN D. AZAR & ASSOCIATES P.C. FRANKLIN D. AZAR & ASSOCIATES P.C. 401K PLAN | AURORA CO | 219 | $7.1M | $626K |
| 2 | NORTH COBB CHRISTIAN SCHOOL INC. NORTH COBB CHRISTIAN SCHOOL 403B PLAN | KENNESAW GA | 320 | $8.4M | $393K |
| 3 | DIAMOND MATERIALS LLC DIAMOND MATERIALS 401(K) PLAN |
NEWPORT DE |
| 319 |
| $11.5M |
| $378K |
| 4 | WEST COUNTY HEALTH CENTERS INC. WEST COUNTY HEALTH CENTERS INC. 403B PLAN | SEBASTOPOL CA | 201 | $10.4M | $253K |
| 5 | VISTA MARIA VISTA MARIA 403(B) RETIREMENT PLAN | DEARBORN HEIGHTS MI | 380 | $3.5M | $143K |
