Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding s Fidelity 500 Index Registered investment company - in their Schedule of Assets, totaling $25.8M 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 | HOTSTART, INC. HOTSTART, INC. 401(K) AND PROFIT SHARING PLAN | SPOKANE VALLEY WA | 218 | $56.2M | $15.4M |
| 2 | HAWKINS ASH CPAS, LLP HAWKINS ASH CPAS, LLP RETIREMENT PLAN | LA CROSSE WI | 215 | $34.1M | $10.1M |
| 3 | HALLMARK AVIATION SERVICES, LP HALLMARK AVIATION SERVICES, LP 401(K) PLAN |
LOS ANGELES CA |
| 1,188 |
| $22.3M |
| $328K |
