Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8,887 U.S. retirement plans report holding [Assets held in registered investment companies (mutual funds)] in their Schedule of Assets, totaling $340.7B 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 | EMORY UNIVERSITY DIVISION OF HUMAN RESOURCES EMORY UNIVERSITY RETIREMENT PLAN | ATLANTA GA | 21,409 | $5.5B | $2.0B |
| 4 | AMAZON.COM SERVICES,LLC A SINGLE-EMPLOYER PLAN | NORTH SEATTLE WA | 1,209,303 | $26.2B | $1.9B |
| 5 | AVAGO TECHNOLOGIES U.S. INC. BROADCOM U.S. 401(K) PLAN | SAN JOSE CA | 17,216 | $13.1B | $1.9B |
| 6 | PRESIDENT & FELLOWS OF HARVARD COLLEGE HARVARD HUMAN RESOURCES, BENEFI RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY | CAMBRIDGE MA | 2,737 | $2.4B | $1.8B |
| 7 | CAPITAL GROUP COMPANIES, INC. CAPITAL RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 7,871 | $7.1B | $1.6B |
| 8 | CISCO SYSTEMS,INC. CISCO SYSTEMS,INC. 401(K) PLAN | SAN JOSE CA | 40,599 | $22.7B | $1.5B |
| 9 | BOARD OF TRUSTEES I.A.T.S.E. ANNUITY FUND I.A.T.S.E. ANNUITY FUND | NEW YORK NY | 100,349 | $1.4B | $1.4B |
| 10 | THE GOLDMAN SACHS GROUP, INC. THE GOLDMAN SACHS 401(K) PLAN | NEW YORK NY | 23,891 | $12.8B | $1.4B |
