Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 163 U.S. retirement plans report holding Fidelity® 500 Index Fund Mutual Funds in their Schedule of Assets, totaling $1.7B 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 | ABM INDUSTRIES INCORPORATED ABM 401(K) EMPLOYEE SAVINGS PLAN | NEW YORK NY | 85,004 | $695.8M | $110.3M |
| 2 | LITHIA MOTORS, INC. LITHIA MOTORS, INC. 401(K) PLAN | MEDFORD OR | 23,444 | $1.0B | $109.3M |
| 3 | WEX INC. WEX INC. EMPLOYEE SAVINGS PLAN |
| 5,083 |
| $521.7M |
| $108.3M |
| 4 | GRAND TRUNK CORPORATION CANADIAN NATIONAL RAILWAY COMPANY SAVINGS PLAN FOR U.S. OPERATIONS | HOMEWOOD IL | 7,289 | $767.4M | $106.7M |
| 5 | DIEBOLD NIXDORF, INCORPORATED DIEBOLD, INCORPORATED 401(K) SAVINGS PLAN | NORTH CANTON OH | 3,499 | $571.5M | $95.1M |
| 6 | FROST BROWN TODD LLP FROST BROWN TODD LLP MASTER TRUST | LOUISVILLE KY | — | $500.8M | $79.0M |
| 7 | FROST BROWN TODD LLP FROST BROWN TODD LLP RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 661 | $329.9M | $50.9M |
| 8 | SOLARIS HEALTH HOLDINGS, LLC SOLARIS 401(K) PLAN | FT. LAUDERDALE FL | 5,644 | $464.7M | $44.5M |
| 9 | THE SCOULAR COMPANY THE SCOULAR COMPANY RETIREMENT SAVINGS PLAN | OMAHA NE | 1,082 | $165.7M | $41.3M |
| 10 | TANDEM MANAGEMENT, LLC TANDEM HR, LLC 401(K) PLAN | CHANDLER AZ | 9,352 | $309.9M | $40.7M |
