Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Registered Investment Companies Fidelity 500 Index Registered Investment Company in their Schedule of Assets, totaling $7.3M 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 | WEHAH FARM, INC. DBA LUNDBERG FAMILY FARMS WEHAH FARM, INC. 401(K) PROFIT SHARING PLAN | RICHVALE CA | 383 | $27.2M | $4.4M |
| 2 | NETDOCUMENTS SOFTWARE, INC. NETDOCUMENTS SOFTWARE, INC. 401(K) PLAN | LEHI UT | 374 | $21.9M | $2.5M |
| 3 | BBD OPCO LLC BBD OPCO LLC 401(K) PROFIT SHARING PLAN |
REDDING CA |
| 2,037 |
| $3.6M |
| $264K |
| 4 | MEUNDIES INC MEUNDIES 401(K) PLAN | LOS ANGELES CA | 59 | $3.6M | $59K |
