Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registered Investment Companies FIDELITY 500 INDEX FD-AI Mutual Fund N/A N/A in their Schedule of Assets, totaling $15.2M 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 | SPECIAL AGENTS MUTUAL BENEFIT ASSOCIATION SAMBA BENEFIT PLAN | ROCKVILLE MD | 108,563 | $200.7M | $15.2M |
