Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Funds Fidelity 500 Index Premium Fund Price in their Schedule of Assets, totaling $6.9M 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 | UNIVERSITY OF WISCONSIN FOUNDATION UNIVERSITY OF WISCONSIN FOUNDATION RETIREMENT AND 401(K) SAVINGS PLAN | MADISON WI | 400 | $72.7M | $6.9M |
