Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Mutual Fund - Fidelity 500 Index Fund in their Schedule of Assets, totaling $1.6M 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 | ALLIANT TECHNOLOGIES LLC ALLIANT TECHNOLOGIES LLC 401(K) PROFIT SHARING PLAN & TRUST | LOUISVILLE KY | 126 | $13.6M | $1.4M |
| 2 | HUGHES & COLEMAN PLLC HUGHES & COLEMAN LLC 401(K) PLAN | BOWLING GREEN KY | 140 | $10.5M | $151K |
| 3 | RBR ALLIANCE, INC. RBR ALLIANCE, INC. 401(K) PLAN |
GEORGETOWN IN |
| 332 |
| $6.6M |
| $1K |
