Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 769 U.S. retirement plans report holding fidelity 500 index fund in their Schedule of Assets, totaling $7.2B 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 | TEXAS HEALTH RESOURCES TEXAS HEALTH 401(K) RETIREMENT PLAN | ARLINGTON TX | 29,435 | $3.3B | $483.2M |
| 2 | ZF NORTH AMERICA, INC. ZF NORTH AMERICA, INC. 401(K) SAVINGS PLAN | NORTHVILLE MI | 8,170 | $1.7B | $381.7M |
| 3 | PAYCHEX , INC. PAYCHEX, INC. 401(K) INCENTIVE RETIREMENT PLAN |
ROCHESTER NY |
| 15,000 |
| $2.3B |
| $342.8M |
| 4 | CITADEL ENTERPRISE AMERICAS LLC CITADEL RETIREMENT SAVINGS PLAN | MIAMI FL | 3,912 | $1.2B | $322.9M |
| 5 | BDO USA, P.C. BDO USA RETIREMENT PLAN | CHICAGO IL | 9,138 | $1.9B | $299.8M |
| 6 | ALVAREZ & MARSAL HOLDINGS, LLC ALVAREZ & MARSAL HOLDINGS, LLC 401(K) AND RETIREMENT PLAN | NEW YORK NY | 4,783 | $1.1B | $283.6M |
| 7 | WEC ENERGY GROUP, INC. WEC ENERGY GROUP EMPLOYEE RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 3,713 | $2.0B | $213.1M |
| 8 | NATIONAL BASKETBALL ASSOCIATION NBA RETIREMENT PLAN | SECAUCUS NJ | 1,834 | $760.2M | $191.0M |
| 9 | ARCH CAPITAL GROUP (U.S.) INC. ARCH CAPITAL GROUP (U.S.) INC. EMPLOYEE RETIREMENT PLAN | JERSEY CITY NJ | 3,978 | $1.3B | $188.8M |
| 10 | WEC ENERGY GROUP, INC. WEC ENERGY GROUP RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 3,358 | $1.7B | $180.7M |
