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 Investments Fidelity 500 Index in their Schedule of Assets, totaling $24.8M 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 | MI WINDOWS AND DOORS, LLC MITER BRANDS 401(K) PLAN | HARRISBURG PA | 5,362 | $303.8M | $22.1M |
| 2 | BATH SAVER, INC. BATH SAVER, INC. 401(K) PLAN | LEWISBERRY PA | 552 | $15.0M | $2.4M |
| 3 | LEADING SOLUTIONS LLC LEADING SOLUTIONS LLC 401(K) PROFIT SHARING PLAN AND TRUST |
KISSIMMEE FL |
| 114 |
| $1.9M |
| $409K |
