Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registered Investment Companies * FID 500 INDEX Registered Investment Company in their Schedule of Assets, totaling $1.4M 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 | YOU NEED A BUDGET LLC YOU NEED A BUDGET LLC 401(K) PROFIT SHARING PLAN AND TRUST | LEHI UT | 151 | $18.6M | $1.4M |
