Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 54 U.S. retirement plans report holding Fid 500 Index Mutual Funds in their Schedule of Assets, totaling $675.6M 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 | WINSTON & STRAWN LLP EMPLOYEE SAVINGS PLAN OF WINSTON & STRAWN LLP | CHICAGO IL | 1,646 | $1.3B | $150.1M |
| 2 | SULLIVAN & CROMWELL LLP SULLIVAN & CROMWELL LLP MASTER SAVINGS PLAN TRUST | NEW YORK NY | — | $770.6M | $118.9M |
| 3 | FORD FOUNDATION FORD FOUNDATION SAVINGS PLAN |
NEW YORK NY |
| 321 |
| $192.9M |
| $71.9M |
| 4 | MAPFRE U.S.A. CORP. MAPFRE U.S.A. CORP. PROFIT SHARING & 401(K) SAVINGS PLAN | WEBSTER MA | 1,982 | $517.5M | $59.7M |
| 5 | 7-ELEVEN, INC. 7-ELEVEN, INC. 401(K) PLAN | IRVING TX | 66,965 | $1.0B | $58.1M |
| 6 | OPKO HEALTH, INC. OPKO HEALTH, INC. 401(K) PLAN | MIAMI FL | 2,272 | $225.1M | $28.6M |
| 7 | VALID MANAGEMENT LLC VALID MANAGEMENT LLC 401(K) PROFIT SHARING PLAN | HOUSTON TX | 460 | $85.5M | $13.2M |
| 8 | WNS NORTH AMERICA, INC. WNS NORTH AMERICA, INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 1,032 | $63.1M | $11.1M |
| 9 | PACKARD MEDICAL GROUP, INC. PACKARD MEDICAL GROUP 401(K) PROFIT SHARING PLAN | PALO ALTO CA | 201 | $102.6M | $10.9M |
| 10 | CURI MANAGEMENT COMPANY, LLC CURI 401(K) PLAN | RALEIGH NC | 207 | $66.3M | $10.4M |