Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding s Fidelity Management & Research Fidelity 500 Index Fund N/R in their Schedule of Assets, totaling $11.3M 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 | EXPONENT TECHNOLOGIES, INC. EXPONENT TECHNOLOGIES, INC. 401(K) SAVINGS PLAN | DALLAS TX | 162 | $27.3M | $6.1M |
| 2 | THE BOELTER COMPANIES, INC. THE BOELTER COMPANIES, INC. RETIREMENT SAVINGS PLAN | WAUKESHA WI | 522 | $50.4M | $5.1M |
