Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fund R6 * Fidelity 500 Index Fund Mutual Fund N/R in their Schedule of Assets, totaling $1.2M 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 | COAKLEY & WILLIAMS CONSTRUCTION, INC. COAKLEY & WILLIAMS CONSTRUCTION CO, 401(K) PLAN | BETHESDA MD | 106 | $21.1M | $1.2M |
