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 - in their Schedule of Assets, totaling $9.0M 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 | CUBRC, INC. CUBRC AND AVARINT EMPLOYEE RETIREMENT PLAN | BUFFALO NY | 210 | $49.6M | $5.9M |
| 2 | LEADERONE FINANCIAL CORP. LEADERONE FINANCIAL CORP. 401(K) PROFIT SHARING PLAN | OVERLAND PARK KS | 594 | $29.9M | $3.1M |
