Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2,545 U.S. retirement plans report holding fidelity 500 index fund in their Schedule of Assets, totaling $25.7B 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 | VISA INC. VISA 401K PLAN | FOSTER CITY CA | 13,476 | $5.2B | $903.1M |
| 2 | COREWELL HEALTH SPECTRUM HEALTH SYSTEM 403(B) PLAN | GRAND RAPIDS MI | 34,243 | $3.2B | $572.8M |
| 3 | MOODYS CORPORATION PROFIT PARTICIPATION PLAN OF MOODY'S CORPORATION |
| 5,221 |
| $2.1B |
| $545.6M |
| 4 | TEXAS HEALTH RESOURCES TEXAS HEALTH 401(K) RETIREMENT PLAN | ARLINGTON TX | 29,435 | $3.3B | $483.2M |
| 5 | DASSAULT SYSTEMES AMERICAS CORP. DASSAULT SYSTEMES EMPLOYEE SAVINGS PLAN PLUS | WALTHAM MA | 6,193 | $2.1B | $429.3M |
| 6 | WEC ENERGY GROUP, INC. WEC ENERGY GROUP MASTER TRUST | MILWAUKEE WI | — | $3.6B | $394.7M |
| 7 | ZF NORTH AMERICA, INC. ZF NORTH AMERICA, INC. 401(K) SAVINGS PLAN | NORTHVILLE MI | 8,170 | $1.7B | $381.7M |
| 8 | PAYCHEX , INC. PAYCHEX, INC. 401(K) INCENTIVE RETIREMENT PLAN | ROCHESTER NY | 15,000 | $2.3B | $342.8M |
| 9 | CITADEL ENTERPRISE AMERICAS LLC CITADEL RETIREMENT SAVINGS PLAN | MIAMI FL | 3,912 | $1.2B | $322.9M |
| 10 | BDO USA, P.C. BDO USA RETIREMENT PLAN | CHICAGO IL | 9,138 | $1.9B | $299.8M |
