Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fund * Fidelity Investments Fidelity 500 Index Fund N/R in their Schedule of Assets, totaling $9.2M 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 | PRUDENTIAL OVERALL SUPPLY PRUDENTIAL OVERALL SUPPLY PROFIT SHARING AND RETIREMENT PLAN | IRVINE CA | 2,052 | $125.2M | $8.7M |
| 2 | ACCELERATE LEARNING INC. ACCELERATE LEARNING INC. RETIREMENT PLAN | HOUSTON TX | 250 | $10.4M | $271K |
| 3 | NATIONAL HME, INC. NATIONAL HME 401(K) SAVINGS PLAN |
IRVING TX |
| 407 |
| $7.0M |
| $194K |
