Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Fidelity 500 Index Mutual Fund Shares in their Schedule of Assets, totaling $18.3M 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 | ENDRESS+HAUSER INC. ENDRESS+HAUSER INC. EMPLOYEES 401K/RETIREMENT SAVINGS PLAN | GREENWOOD IN | 983 | $159.5M | $17.8M |
| 2 | TARANTINO PROPERTIES INC. TARANTINO PROPERTIES EMPLOYEE RETIREMENT PLAN | HOUSTON TX | 304 | $11.8M | $521K |
