Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Registered investment companies * Fidelity Fid 500 Index in their Schedule of Assets, totaling $37.6M 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 | PEACEHEALTH PEACEHEALTH SOUTHWEST MEDICAL CENTER RETIREMENT SAVINGS PLAN | VANCOUVER WA | 3,642 | $343.5M | $34.3M |
| 2 | HAPPY MONEY, INC. HAPPY MONEY 401(K) PLAN | TUSTIN CA | 125 | $17.0M | $3.3M |
