Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Investments Fidelity 500 Index Mutual Fund in their Schedule of Assets, totaling $56.8M 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 | ASSOCIATED ANESTHESIOLOGISTS, INC. ASSOCIATED ANESTHESIOLOGISTS, INC. 401(K) PROFIT SHARING PLAN | TULSA OK | 128 | $86.4M | $27.7M |
| 2 | COMMUNITYCARE, HMO, INC. COMMUNITYCARE 401(K) SAVINGS PLAN | TULSA OK | 476 | $61.4M | $20.0M |
| 3 | RAE CORPORATION RAE CORPORATION 401(K) PLAN |
PRYOR OK |
| 720 |
| $24.7M |
| $9.1M |
