Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2,619 U.S. retirement plans report holding [Assets held in registered investment companies (mutual funds)] in their Schedule of Assets, totaling $78.8B 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 | WELLSPAN HEALTH WELLSPAN 403(B) RETIREMENT SAVINGS PLAN | YORK PA | 21,551 | $2.6B | $2.5B |
| 2 | FROEDTERT THEDACARE HEALTH, INC. FROEDTERT HEALTH, INC. 403(B) PLAN | MENOMONEE FALLS WI | 16,292 | $2.2B | $2.0B |
| 3 | BAYSTATE HEALTH, INC BAYSTATE HEALTH, INC RETIREMENT PLAN |
SPRINGFIELD MA |
| 13,905 |
| $1.4B |
| $1.3B |
| 4 | THE NEMOURS FOUNDATION THE NEMOURS FOUNDATION SECTION 403(B) PLAN | JACKSONVILLE FL | 9,806 | $1.3B | $1.2B |
| 5 | PENSION COMMITTEE OF MLB PLAYERS BENEFIT PLAN MAJOR LEAGUE BASEBALL PLAYERS INVESTMENT PLAN | SPARKS MD | 4,452 | $1.2B | $1.2B |
| 6 | TOWER HEALTH TOWER HEALTH 403(B) PLAN | WEST READING PA | 11,127 | $1.1B | $1.1B |
| 7 | SAINT LUKE'S HEALTH SYSTEM SAINT LUKE'S 403(B) PLAN | KANSAS CITY MO | 13,418 | $960.9M | $919.2M |
| 8 | BAPTIST HEALTH BAPTIST HEALTH RETIREMENT SAVINGS PLAN MASTER TRUST | LITTLE ROCK AR | — | $972.6M | $908.3M |
| 9 | TENNESSEE FARMERS MUTUAL INSURANCE COMPANY RETIREMENT PLAN OF TENNESSEE FARMERS MUTUAL INSURA | COLUMBIA TN | 828 | $944.4M | $882.1M |
| 10 | NEBRASKA MEDICINE NEBRASKA MEDICINE RETIREMENT PLAN - EMPLOYEE CONTRIBUTIONS | OMAHA NE | 10,632 | $751.3M | $694.1M |
