Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Premium * Fidelity Investments Fidelity 500 Index Fund N/R in their Schedule of Assets, totaling $4.4M 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 | CLINICS OF NORTH TEXAS, LLP CLINICS OF NORTH TEXAS 401(K) PROFIT SHARING PLAN | WICHITA FALLS TX | 208 | $48.6M | $3.2M |
| 2 | THE BENEFICIENT COMPANY GROUP (USA), L.L.C. THE BENEFICIENT COMPANY GROUP, LP RETIREMENT PLAN | DALLAS TX | 83 | $12.7M | $1.2M |
