Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 118 U.S. retirement plans report holding Fidelity® 500 Index Fund Mutual fund in their Schedule of Assets, totaling $617.5M 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 | CAES SYSTEMS LLC CAES 401(K) PLAN | SAN JOSE CA | 3,458 | $764.9M | $93.8M |
| 2 | CAES SYSTEMS LLC COBHAM UNITED STATES 401(K) PLAN | SAN JOSE CA | 3,593 | $773.8M | $93.4M |
| 3 | FORTINET, INC. FORTINET INC. 401(K) PLAN | SUNNYVALE CA |
| 3,826 |
| $478.9M |
| $68.0M |
| 4 | COMMUNICATIONS & POWER INDUSTRIES LLC COMMUNICATIONS & POWER INDUSTRIES RETIREMENT PLAN | PLANO TX | 898 | $339.9M | $47.5M |
| 5 | AIMBRIDGE PARENT, INC AIMBRIDGE PARENT, INC. 401(K) PLAN | PLANO TX | 51,320 | $424.1M | $43.4M |
| 6 | BANKERS TRUST COMPANY BANKERS TRUST COMPANY 401(K) SAVINGS PLAN | DES MOINES IA | 610 | $111.5M | $25.3M |
| 7 | MANAGEMENT SCIENCE ASSOCIATES, INC. MANAGEMENT SCIENCE ASSOCIATES, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | TARENTUM PA | 511 | $170.0M | $24.6M |
| 8 | CLIF BAR & COMPANY CLIF BAR & COMPANY RETIREMENT SAVINGS PLAN | EMERYVILLE CA | 1,186 | $194.7M | $14.0M |
| 9 | DEL MONTE FOODS, INC. DEL MONTE FOODS, INC. SAVINGS PLAN | WALNUT CREEK CA | 630 | $104.8M | $11.5M |
| 10 | CEM CORPORATION CEM CORPORATION SALARY REDUCTION PROFIT SHARING PLAN | MATTHEWS NC | 255 | $66.4M | $9.8M |
