Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Fid 500 Index Registered Investment Companies in their Schedule of Assets, totaling $218.2M 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 | SUMMA HEALTH SUMMA HEALTH 403(B) RETIREMENT SAVINGS PLAN | AKRON OH | 4,479 | $855.2M | $98.6M |
| 2 | THE GEORGE WASHINGTON UNIVERSITY THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN | ASHBURN VA | 8,147 | $1.6B | $36.7M |
| 3 | THE GEORGE WASHINGTON UNIVERSITY |
ASHBURN VA |
| 4,055 |
| $1.4B |
| $24.3M |
| 4 | INTERMEDIA.NET, INC. INTERMEDIA.NET 401(K) PLAN | SUNNYVALE CA | 567 | $62.9M | $14.0M |
| 5 | MED-LAB SUPPLY CO., INC. MED-LAB SUPPLY CO., INC. RETIREMENT PLAN | MIAMI FL | 142 | $41.3M | $10.6M |
| 6 | OECONNECTION LLC OECONNECTION 401(K) PLAN | FAIRLAWN OH | 629 | $76.8M | $8.2M |
| 7 | SUMMA HEALTH SUMMA HEALTH 401(K) RETIREMENT SAVINGS PLAN | AKRON OH | 922 | $62.4M | $6.3M |
| 8 | DUCKHORN WINE COMPANY DUCKHORN WINE COMPANY 401(K) PLAN | SAINT HELENA CA | 614 | $82.5M | $5.1M |
| 9 | NOR-LAKE INC. DBA REFRIGERATED SOLUTIONS GROUP REFRIGERATED SOLUTIONS GROUP RETIREMENT SAVINGS PLAN | HUDSON WI | 460 | $31.6M | $2.7M |
| 10 | ZOHO CORPORATION ZOHO CORPORATION 401(K) PROFIT SHARING PLAN | PLEASANTON CA | 268 | $18.4M | $2.6M |
