Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Inter Index Fund Mutual Funds in their Schedule of Assets, totaling $2.6M 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 | CAFE RIO, INC. CAFE RIO, INC. 401(K) PLAN | SALT LAKE CITY UT | 3,377 | $16.7M | $2.5M |
| 2 | MORGAN WHITE GROUP, INC. MORGAN WHITE GROUP, INC. 401(K) PROFIT SHARING PLAN | JACKSON MS | 318 | $20.0M | $83K |