Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 376 U.S. retirement plans report holding Fid 500 Index Mutual fund - in their Schedule of Assets, totaling $3.6B in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TEGNA INC. TEGNA 401(K) SAVINGS PLAN | TYSONS VA | 5,976 | $995.4M | $170.7M |
| 2 | OTSUKA AMERICA PHARMACEUTICAL INC. OTSUKA AMERICA 401(K) SAVINGS PLAN | PRINCETON NJ | 3,187 | $1.1B | $155.2M |
| 3 | F5, INC. F5, INC. 401(K) PROFIT SHARING PLAN AND TRUST |
SEATTLE WA |
| 2,936 |
| $1.2B |
| $153.8M |
| 4 | CHAMPIONX LLC CHAMPIONX 401(K) PLAN | SUGAR LAND TX | 4,147 | $724.1M | $153.6M |
| 5 | ROKU, INC. ROKU, INC. 401(K) PLAN | SAN JOSE CA | 2,435 | $460.1M | $96.4M |
| 6 | CORNELL UNIVERSITY CORNELL UNIVERSITY TAX-DEFERRED ANNUITY PLAN | ITHACA NY | 12,694 | $2.7B | $67.5M |
| 7 | TRAVELPORT INC. TRAVELPORT EMPLOYEE SAVINGS PLAN | ATLANTA GA | 530 | $394.0M | $66.4M |
| 8 | BOX, INC. BOX, INC. 401(K) PLAN | REDWOOD CITY CA | 1,823 | $282.9M | $61.5M |
| 9 | DEVRY UNIVERSITY, INC. DEVRY UNIVERSITY 401(K) SAVINGS PLAN | LISLE IL | 1,349 | $219.4M | $58.6M |
| 10 | HEADWAY TECHNOLOGIES, INC. HEADWAY TECHNOLOGIES, INC. 401(K) SAVINGS AND RETIREMENT PLAN | MILPITAS CA | 889 | $292.9M | $57.5M |
