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 Mutual Funds in their Schedule of Assets, totaling $8.8M 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 | INTUITIVE HEALTH, LLC INTUITIVE HEALTH 401 (K) PLAN | PLANO TX | 855 | $14.8M | $3.5M |
| 2 | HEARTLAND, LLC HEARTLAND, LLC 401(K) PLAN | KANSAS CITY MO | 3,536 | $46.1M | $3.3M |
| 3 | HB INTERMOUNTAIN HOLDINGS, LLC HB INTERMOUNTAIN HOLDINGS, LLC 401(K) PROFIT SHARING PLAN |
DRAPER UT |
| 286 |
| $17.0M |
| $2.0M |
