Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments* Interest in registered investment company - Fidelity 500 Index Fund - Premium Class in their Schedule of Assets, totaling $12.9M 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 | ARBITRATION FORUMS, INC. ARBITRATION FORUMS, INC. 401K PROFIT SHARING PLAN | TAMPA FL | 192 | $68.8M | $12.9M |
