Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fund Mutual Funds * Fidelity Investments Fidelity 500 Index Fund N/R in their Schedule of Assets, totaling $97.4M 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 | SONIC HEALTHCARE USA, INC. SONIC HEALTHCARE USA SAVINGS PLAN | AUSTIN TX | 9,544 | $587.8M | $81.6M |
| 2 | HERITAGE CAPITAL CORPORATION HERITAGE CAPITAL CORPORATION 401(K) PLAN | DALLAS TX | 783 | $56.1M | $10.8M |
| 3 | ASSOCIATIONS, INC ASSOCIA, INC. 401(K) PLAN |
RICHARDSON TX |
| 7,675 |
| $129.6M |
| $5.0M |
