Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Investor Shares Mutual Funds * Fidelity Investments Fidelity 500 Index Fund N/R 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 | O9 SOLUTIONS, INC. O9 SOLUTIONS 401(K) PLAN | DALLAS TX | 466 | $32.5M | $6.8M |
