Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments, Inc. Fidelity 500 Index Fd in their Schedule of Assets, totaling $2.0M 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 | COMMUNITY MANAGEMENT HOLDINGS TOPCO, LLC COMMUNITY MANAGEMENT HOLDINGS 401(K) SALARY REDUCTION PLAN | SCOTTSDALE AZ | 941 | $22.5M | $1.4M |
| 2 | CAPITAL CONSULTANTS MANAGEMENT CORPORATION CAPITAL CONSULTANTS MANAGEMENT CORPORATION 401(K) SALARY REDUCTION | SCOTTSDALE AZ | 938 | $18.8M | $610K |
