Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Personal Trust Company Fidelity 500 Index in their Schedule of Assets, totaling $4.3M 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 | PHOENIX MANAGEMENT, INC. PHOENIX 401(K) PLAN | CEDAR PARK TX | 350 | $14.7M | $2.3M |
| 2 | DUNHAM & JONES ATTORNEYS AT LAW, PC DUNHAM & JONES ATTORNEYS AT LAW 401(K) PLAN | AUSTIN TX | 238 | $7.1M | $1.1M |
| 3 | MARBRIDGE FOUNDATION, INC. MARBRIDGE FOUNDATION 401(K) PLAN |
MANCHACA TX |
| 274 |
| $5.5M |
| $801K |
