Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Identity of Investment and Issuer (b) Description of Investment (c) Cost (d) ** Current Value (e) Registered Investment Company Fidelity 500 Index in their Schedule of Assets, totaling $6.8M 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 | WALLACE DESIGN COLLECTIVE, PC WALLACE DESIGN COLLECTIVE, PC 401(K) RETIREMENT PLAN | TULSA OK | 291 | $30.4M | $6.8M |
