Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 138 U.S. retirement plans report holding Fid 500 Index Registered investment company in their Schedule of Assets, totaling $3.4B 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 | BMW OF NORTH AMERICA, LLC BMW SAVINGS PLAN | WOODCLIFF LAKE NJ | 12,867 | $2.3B | $354.4M |
| 2 | SIMPSON THACHER & BARTLETT LLP SIMPSON THACHER & BARTLETT LLP COMMINGLED MASTER TRUST FOR RETIREMENT PLANS | NEW YORK NY | — | $997.8M | $297.4M |
| 3 | EXPERIAN, INC. EXPERIAN PERSONAL INVESTMENT PLAN |
COSTA MESA CA |
| 6,165 |
| $1.7B |
| $271.5M |
| 4 | KILPATRICK TOWNSEND & STOCKTON LLP KILPATRICK TOWNSEND & STOCKTON LLP DEFINED CONTRIBUTION PLANS MASTER TRUST | ATLANTA GA | — | $692.9M | $149.9M |
| 5 | INDUSTRIAL TECHNOLOGIES AND SERVICES, LLC GARDNER DENVER, INC. MASTER TRUST | DAVIDSON NC | — | $1.4B | $146.9M |
| 6 | NOURYON CHEMICALS LLC NOURYON CHEMICALS RETIREMENT SAVINGS PLAN AND NOURYON CHEMICALS HOURLY SAVINGS PLAN MASTER TRUST | CHICAGO IL | — | $555.4M | $125.8M |
| 7 | SNOWFLAKE INC. SNOWFLAKE INC. 401(K) PLAN | MENLO PARK CA | 4,771 | $529.4M | $115.4M |
| 8 | NAVIENT CORPORATION NAVIENT 401(K) SAVINGS PLAN | WILMINGTON DE | 1,698 | $694.0M | $110.9M |
| 9 | NORTHEASTERN UNIVERSITY NORTHEASTERN UNIVERSITY RETIREMENT PLAN | BOSTON MA | 9,197 | $2.6B | $107.9M |
| 10 | BARRICK GOLD OF NORTH AMERICA, INC. BARRICK RETIREMENT PLAN | ELKO NV | 7,384 | $1.3B | $103.9M |
