Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Management & Research Co. Fidelity® 500 Index Fund in their Schedule of Assets, totaling $20.6M 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 | AMPHASTAR PHARMACEUTICALS, INC. AMPHASTAR PHARMACEUTICALS, INC. 401(K) PROFIT SHARING PLAN | RANCHO CUCAMONGA CA | 1,532 | $111.8M | $19.7M |
| 2 | TGS HOLDINGS, LLC TGS HOLDINGS, LLC 401(K) PLAN | FRANKLIN TN | 556 | $5.9M | $545K |
| 3 | CHOICE FINANCIAL, INC. CHOICE FINANCIAL, INC. 401K PLAN |
WILMINGTON DE |
| 112 |
| $5.4M |
| $424K |
