Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding s Fidelity Fidelity® 500 Index Institutional Prem in their Schedule of Assets, totaling $65.3M 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 | ASAHI KASEI AMERICA, INC. ASAHI KASEI 401(K) RETIREMENT PLAN | NOVI MI | 1,324 | $293.6M | $44.6M |
| 2 | PROCOPIO, CORY, HARGREAVES & SAVITCH LLP PROCOPIO CORY HARGREAVES & SAVITCH LLP 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 371 | $182.6M | $14.7M |
| 3 | T-REX SOLUTIONS, LLC |
BETHESDA MD |
| 254 |
| $29.5M |
| $3.3M |
| 4 | PROCOPIO, CORY, HARGREAVES & SAVITCH LLP PROCOPIO CORY HARGREAVES & SAVITCH LLP NONPARTNER ATTORNEY 401(K) PLAN | SAN DIEGO CA | 179 | $21.2M | $2.6M |
