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 Mutual Fund in their Schedule of Assets, totaling $72.7M 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 | ADVENT INTERNATIONAL L.P. ADVENT INTERNATIONAL L.P. EMPLOYEES' PROFIT-SHARING RETIREMENT PLAN | BOSTON MA | 299 | $117.9M | $31.0M |
| 2 | WEST TECHNOLOGY GROUP, LLC WEST TECHNOLOGY GROUP, LLC 401(K) RETIREMENT PLAN | ISLANDIA NY | 1,626 | $214.5M | $29.6M |
| 3 | BRYANT & STRATTON COLLEGE, INC. |
ORCHARD PARK NY |
| 1,260 |
| $85.0M |
| $11.2M |
| 4 | TSG ENTERPRISES, LLC TSG ENTERPRISES 401(K) PLAN | HOLLISTON MA | 879 | $8.5M | $896K |
