Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Mgmt. Trust Co. Fidelity 500 Index in their Schedule of Assets, totaling $48.2M 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 | COMPANY3 / METHOD INC. COMPANY 3 / METHOD 401(K) PLAN | SANTA MONICA CA | 941 | $216.5M | $44.1M |
| 2 | COMPREHENSIVE BLOOD & CANCER CENTER CBCC 401(K) PROFIT SHARING PLAN | BAKERSFIELD CA | 229 | $25.4M | $2.9M |
| 3 | SUN WORLD INTERNATIONAL, LLC. SUN WORLD INTERNATIONAL, LLC 401K RETIREMENT PLAN |
BAKERSFIELD CA |
| 61 |
| $14.3M |
| $1.2M |
