Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Institutional Fidelity 500 Index in their Schedule of Assets, totaling $1.8M 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 | INDIANA SPINE GROUP, P.C. INDIANA SPINE GROUP, P.C. RETIREMENT SAVINGS PLAN | CARMEL IN | 179 | $36.7M | $1.0M |
| 2 | PREMIERE COMMUNICATIONS & CONSULTING PREMIERE COMMUNICATIONS & CONSULTING, INC. 401(K) PROFIT SHARING PLAN | RALEIGH NC | 152 | $7.9M | $797K |
