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 PR - in their Schedule of Assets, totaling $41.1M 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 | SIERRA NEVADA BREWING CO. SIERRA NEVADA BREWING 401(K) PLAN | CHICO CA | 1,109 | $226.1M | $33.6M |
| 2 | R. H. BARRINGER DISTRIBUTING CO., INC. R.H BARRINGER DISTRIBUTING COMPANY INC. EMPLOYEES RETIREMENT SAVINGS PLAN | GREENSBORO NC | 898 | $61.3M | $7.4M |
| 3 | SHENANDOAH VALLEY MEDICAL SYSTEM INC. |
MARTINSBURG WV |
| 300 |
| $16.2M |
| $103K |
