Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Institutional FID 500 INDEX in their Schedule of Assets, totaling $5.6M 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 | HOEHN MOTORS, INC. THE HOEHN RETIREMENT PLAN | CARLSBAD CA | 412 | $26.0M | $4.2M |
| 2 | TRAFFIC MANAGEMENT LLC TRAFFIC MANAGEMENT, INC. 401(K) PLAN | LONG BEACH CA | 834 | $19.4M | $784K |
| 3 | CG INFINITY, INC. CG INFINITY, INC 401(K) PLAN |
| 102 |
| $10.4M |
| $579K |
