Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Fidelity 500 Index Institutional Premium in their Schedule of Assets, totaling $10.6M 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 | MACLEAN POWER, LLC MACLEAN POWER 401(K) PLAN | FORT MILL SC | 1,371 | $64.5M | $10.6M |
| 2 | LEGENDS HOSPITALITY, LLC LEGENDS 401(K) PROFIT SHARING PLAN | NEW YORK NY | 16,236 | $105.8M | $37K |
| 3 | HOSPICE OF EL PASO, INC. 403(B) THRIFT PLAN OF HOSPICE OF EL PASO, INC. |
EL PASO TX |
| 124 |
| $2.2M |
| $2K |
