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 Mutual fund, due on demand, variable rate of return @ in their Schedule of Assets, totaling $7.8M 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 | PHILLIPS INFRASTRUCTURE HOLDINGS, INC. PHILLIPS INFRASTRUCTURE HOLDINGS, INC. 401(K) RETIREMENT SAVINGS PLAN | KNOXVILLE TN | 1,595 | $77.0M | $7.8M |
