Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Investments Fidelity 500 Index Fund Mutual Fund in their Schedule of Assets, totaling $1.5M 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 | VARGO PHYSICAL THERAPY INC VARGO PHYSICAL THERAPY INC 401(K) PROFIT SHARING PLAN & TRUST | WESTLAKE VILLAGE CA | 196 | $12.5M | $1.5M |
