Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Management & Research Company LLC Fidelity 500 Index in their Schedule of Assets, totaling $20.2M 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 | MARGARET A. CARGILL PHILANTHROPIC SERVICES, LLC MARGARET A. CARGILL PHILANTHROPIC SERVICES, LLC 401(K) | EDEN PRAIRIE MN | 119 | $72.2M | $17.4M |
| 2 | I-PRO AMERICAS INC. I-PRO AMERICAS INC. 401(K) PLAN | HOUSTON TX | 217 | $19.1M | $1.7M |
| 3 | OAK LEAF MANAGEMENT COMPANY, INC. |
HOUSTON TX |
| 122 |
| $6.8M |
| $1.2M |
