Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments Institutional Services Company Fidelity 500 Index Fund in their Schedule of Assets, totaling $23.3M 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 | LUXOFT USA, INC. LUXOFT 401(K) PLAN | NEW YORK NY | 709 | $53.5M | $8.8M |
| 2 | SOLIX, INC. SOLIX, INC. SAVINGS AND RETIREMENT PLAN | PARSIPPANY NJ | 95 | $69.2M | $8.7M |
| 3 | EDUCATIONDYNAMICS EDUCATIONDYNAMICS 401(K) PROFIT SHARING PLAN |
| 325 |
| $29.1M |
| $5.4M |
| 4 | DAVLYN MANUFACTURING CO., LLC THE DAVLYN GROUP 401(K) PENSION PLAN | SPRING CITY PA | 184 | $11.8M | $375K |
