Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 356 U.S. retirement plans report holding Fid 500 Index* Mutual Fund in their Schedule of Assets, totaling $3.5B 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 | ENDEAVOR HEALTH CLINICAL OPERATIONS ENDEAVOR HEALTH LEGACY 403(B) TAX DEFERRED ANNUITY PLAN FOR NORTHSHORE UNIVERSITY HEALTHSYSTEM EMPLOYEES | EVANSTON IL | 11,719 | $2.1B | $320.6M |
| 2 | TEGNA INC. TEGNA 401(K) SAVINGS PLAN | TYSONS VA | 5,976 | $995.4M | $170.7M |
| 3 | OTSUKA AMERICA PHARMACEUTICAL INC. |
PRINCETON NJ |
| 3,187 |
| $1.1B |
| $155.2M |
| 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 | 2,427 | $363.0M | $74.7M |
| 6 | BOX, INC. BOX, INC. 401(K) PLAN | REDWOOD CITY CA | 1,823 | $282.9M | $61.5M |
| 7 | TRAVELPORT INC. TRAVELPORT EMPLOYEE SAVINGS PLAN | ATLANTA GA | 727 | $420.6M | $59.5M |
| 8 | DEVRY UNIVERSITY, INC. DEVRY UNIVERSITY 401(K) SAVINGS PLAN | LISLE IL | 1,349 | $219.4M | $58.6M |
| 9 | CORNELL UNIVERSITY CORNELL UNIVERSITY TAX-DEFERRED ANNUITY PLAN | ITHACA NY | 12,904 | $2.4B | $58.4M |
| 10 | ULTRA ELECTRONICS INC. ULTRA ELECTRONICS INC. 401(K) PLAN | BRAINTREE MA | 1,813 | $296.7M | $56.4M |
