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 Fidelity 500 Index Fund in their Schedule of Assets, totaling $17.0M 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 | BURNHAM HOLDINGS, INC. BURNHAM HOLDINGS, INC. SAVINGS PLAN A | LANCASTER PA | 467 | $67.0M | $9.7M |
| 2 | NTIVA, INC. NTIVA 401(K) PLAN | MCLEAN VA | 735 | $28.3M | $4.0M |
| 3 | G M LEADER CORPORATION PROVIDENCE PLACE 401(K) RETIREMENT PLAN |
| 361 |
| $6.9M |
| $2.3M |
| 4 | MAUGUS MANUFACTURING, INC. MAUGUS MANUFACTURING, INC. PROFIT SHARING PLAN | LANCASTER PA | 153 | $9.4M | $1.0M |
