Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Registered Investment Companies - Mutual Funds and Money Market Funds * Fidelity Management Trust Company Fidelity 500 Index in their Schedule of Assets, totaling $93.5M 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 | GEORGETOWN UNIVERSITY GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 5,073 | $2.5B | $66.5M |
| 2 | GEORGETOWN UNIVERSITY GEORGETOWN UNIVERSITY VOLUNTARY CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 13,974 | $979.2M | $27.0M |
