Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Mutual Fund – 500 Index Fund in their Schedule of Assets, totaling $29.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CORE LABORATORIES PROFIT SHARING AND RETIREMENT PLAN CORE LABORATORIES PROFIT SHARING AND RETIREMENT PLAN | HOUSTON TX | 856 | $157.3M | $26.3M |
| 2 | AMERIFORGE GROUP, INC. DBA AFGLOBAL CORPORATION AMERIFORGE 401 (K) PLAN | HOUSTON TX | 327 | $22.2M | $3.4M |