Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34,618 U.S. retirement plans report holding a Fidelity fund in their Schedule of Assets, totaling $1.1T in parsed positions. The plans below are ranked by position size, parsed directly from each plan’s Form 5500 filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Fidelity position |
|---|---|---|---|---|---|
| 1 | FMR LLC FIDELITY RETIREMENT SAVINGS PLAN | BOSTON MA | 68,838 | $34.2B | $28.8B |
| 2 | MICROSOFT CORPORATION MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN | REDMOND WA | 123,878 | $65.6B | $11.6B |
| 3 | GENERAL MOTORS LLC GENERAL MOTORS SAVINGS PLAN MASTER TRUST |
DETROIT MI |
| — |
| $32.4B |
| $9.0B |
| 4 | ORACLE CORPORATION ORACLE CORPORATION 401(K) SAVINGS AND INVESTMENT PLAN | REDWOOD SHORES CA | 54,686 | $35.0B | $9.0B |
| 5 | INTERNATIONAL BUSINESS MACHINES CORPORATION IBM 401(K) PLAN | ARMONK NY | 49,030 | $60.4B | $9.0B |
| 6 | THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND OH | 68,206 | $9.2B | $8.7B |
| 7 | SUTTER HEALTH SUTTER HEALTH 403(B) SAVINGS PLAN | SACRAMENTO CA | 59,303 | $7.6B | $6.7B |
| 8 | WALGREEN CO WALGREENS RETIREMENT SAVINGS MASTER TRUST | DEERFIELD IL | — | $14.5B | $5.7B |
| 9 | STANFORD HEALTH CARE STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN | STANFORD CA | 25,626 | $6.9B | $5.2B |
| 10 | ERNST & YOUNG U.S. LLP ERNST & YOUNG RETIREMENT SAVINGS PLAN | SECAUCUS NJ | 55,849 | $18.3B | $5.0B |
