Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 76 U.S. retirement plans report holding Fid 500 Index in their Schedule of Assets, totaling $1.4B 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 | BLUE CROSS BLUE SHIELD OF MICHIGAN BLUE CROSS BLUE SHIELD OF MICHIGAN 401(K) MASTER TRUST | DETROIT MI | — | $2.2B | $396.6M |
| 2 | IHEART COMMUNICATIONS, INC. IHEART MEDIA, INC. 401K SAVINGS PLAN | DALLAS TX | 8,743 | $1.4B | $308.8M |
| 3 | A. O. SMITH CORPORATION A. O. SMITH CORPORATION MASTER TRUST |
MILWAUKEE WI |
| — |
| $595.1M |
| $88.6M |
| 4 | CLEARY GOTTLIEB STEEN & HAMILTON LLP CLEARY GOTTLIEB STEEN & HAMILTON LLP TAX OPPORTUNITY PLAN FOR SAVINGS (PLAN B) | NEW YORK NY | 1,025 | $563.5M | $64.7M |
| 5 | AMERICAN CAST IRON PIPE COMPANY ACIPCO 401(K) PLAN | BIRMINGHAM AL | 2,699 | $534.1M | $60.2M |
| 6 | HEADWAY TECHNOLOGIES, INC. HEADWAY TECHNOLOGIES, INC. 401(K) SAVINGS AND RETIREMENT PLAN | MILPITAS CA | 772 | $255.8M | $46.6M |
| 7 | BOARD OF TRUSTEES, SAN FRANCISCO ELECTRICAL WORKERS SAN FRANCISCO ELECTRICAL WORKERS RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 1,920 | $670.0M | $45.3M |
| 8 | VESUVIUS USA CORPORATION VESUVIUS RETIREMENT PLAN FOR SALARIED EMPLOYEES | CHAMPAIGN IL | 398 | $201.8M | $43.5M |
| 9 | A.L.M. HOLDING COMPANY SECURITY RETIREMENT PLAN | ONALASKA WI | 866 | $327.7M | $34.6M |
| 10 | GLACIER BANCORP, INC. GLACIER BANCORP, INC. PROFIT SHARING AND 401(K) PLAN | KALISPELL MT | 3,535 | $537.9M | $34.1M |
