Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investment Fidelity 500 Index Fund - in their Schedule of Assets, totaling $17.1M 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 | SYSTEMS APPLICATION & TECHNOLOGIES, INC. SYSTEMS APPLICATION & TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | LARGO MD | 601 | $52.2M | $6.0M |
| 2 | WALSH BROTHERS, INC. WALSH BROTHERS 401(K)/ PROFIT SHARING PLAN | BOSTON MA | 214 | $36.8M | $5.1M |
| 3 | PETRA FUNDS GROUP LLC |
NEW YORK NY |
| 227 |
| $19.9M |
| $3.9M |
| 4 | CS ENERGY, LLC CS ENERGY, LLC 401(K) RETIREMENT PLAN | EDISON NJ | 143 | $15.8M | $2.0M |
