Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments Fidelity 500 Index Fund (i) in their Schedule of Assets, totaling $38.7M 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 | LIVANOVA USA, INC. LIVANOVA US EMPLOYEE RETIREMENT SAVINGS PLAN | HOUSTON TX | 1,224 | $257.4M | $30.0M |
| 2 | MAIN STREET CAPITAL CORPORATION MAIN STREET CAPITAL CORPORATION 401(K) SAVINGS PLAN | HOUSTON TX | 107 | $27.5M | $6.5M |
| 3 | BRIGHT FUTURE ELECTRIC, LLC BRIGHT FUTURE ELECTRIC 401(K) PLAN |
BIRMINGHAM AL |
| 685 |
| $13.8M |
| $1.6M |
| 4 | NEW DAY ADMIN, LLC NEW DAY ADMIN, LLC 401(K) PLAN | SPRINGFIELD MO | 2,855 | $8.0M | $501K |
