Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments Fidelity 500 Index Fd Ins Class in their Schedule of Assets, totaling $59.3M 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 | ROBBINS GELLER RUDMAN & DOWD LLP ROBBINS GELLER RUDMAN & DOWD LLP 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 430 | $231.6M | $59.3M |
