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 Fidelity 500 Index Fund (S&P 500) N/A N/A N/A N/A in their Schedule of Assets, totaling $42.9M 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 | BOARD OF TRUSTEES WESTERN STATES INSULATORS AND ALLIED WORKERS INDIV WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN | PLEASANTON CA | 7,048 | $486.9M | $42.9M |
