Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registered investment companies * Lincoln FIDELITY 500 INDEX in their Schedule of Assets, totaling $292.1M 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 | JOHN MUIR HEALTH JOHN MUIR HEALTH 403B PLAN | WALNUT CREEK CA | 5,052 | $1.4B | $292.1M |
