Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Registered investment companies Fidelity Fidelity 500 Index in their Schedule of Assets, totaling $33.6M 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 | FERRARA CANDY COMPANY FERRARA CANDY COMPANY 401(K) PLAN | CHICAGO IL | 2,765 | $217.3M | $29.3M |
| 2 | KOKUA KALIHI VALLEY COMPREHENSIVE FAMILY SERVICES KKV RETIREMENT PLAN | HONOLULU HI | 283 | $19.1M | $2.5M |
| 3 | BOLLMAN HAT COMPANY BOLLMAN HAT COMPANY 401(K) PLAN |
ADAMSTOWN PA |
| 174 |
| $10.0M |
| $1.9M |
