Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Investments Fidelity® 500 Index Institutional Prem in their Schedule of Assets, totaling $31.3M 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 | GLOBAL FEDERAL CREDIT UNION GLOBAL 401(K) RETIREMENT PLAN | ANCHORAGE AK | 1,963 | $149.6M | $16.0M |
| 2 | FOUNDATION FOR EDUCATIONAL SERVICES, INC. FOUNDATION FOR EDUCATIONAL SERVICES, INC. 401(K) PLAN | LINCOLN NE | 177 | $92.0M | $11.5M |
| 3 | MATERNOHIO CLINICAL ASSOCIATES, LLC |
COLUMBUS OH |
| 132 |
| $63.0M |
| $2.7M |
| 4 | ABRAMS, GARFINKEL, MARGOLIS, BERGSON, LLP AGMB, LLP 401(K) PROFIT SHARING PLAN | NEW YORK NY | 70 | $13.4M | $847K |
| 5 | FULTON SCIENCE ACADEMY PRIVATE SCHOOL, INC. FULTON SCIENCE ACADEMY PRIVATE SCHOOL 401(K) PLAN | ALPHARETTA GA | 125 | $3.4M | $170K |
| 6 | JAY CASHMAN, INC. JAY CASHMAN 401(K) PLAN | QUINCY MA | 152 | $37.4M | $88K |
