Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Institutional Premium Class * Fidelity Investments Fidelity 500 Index N/R in their Schedule of Assets, totaling $9.7M 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 | ALKAMI TECHNOLOGY, INC. ALKAMI TECHNOLOGY, INC. 401(K) PLAN | PLANO TX | 946 | $77.0M | $9.7M |
