Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 79 U.S. retirement plans report holding Fidelity® 500 Index Mutual Fund in their Schedule of Assets, totaling $574.2M 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 | GOODWIN PROCTER LLP GOODWIN PROCTER LLP PARTNERSHIP PROFIT SHARING SAVINGS PLAN | BOSTON MA | 1,958 | $985.5M | $124.7M |
| 2 | CREDIT KARMA, LLC CREDIT KARMA, LLC RETIREMENT TRUST | OAKLAND CA | 1,506 | $272.5M | $89.2M |
| 3 | A&E TELEVISION NETWORKS, LLC A&E TELEVISION NETWORKS, LLC 401(K) PLAN |
NEW YORK NY |
| 1,387 |
| $399.2M |
| $42.3M |
| 4 | CENTRAL HUDSON GAS & ELECTRIC CORPORATION CENTRAL HUDSON GAS & ELECTRIC CORPORATION SAVINGS INCENTIVE PLAN | POUGHKEEPSIE NY | 1,245 | $448.5M | $40.5M |
| 5 | GOODWIN PROCTER LLP GOODWIN PROCTER LLP PARTNERSHIP PROFIT SHARING SAVINGS PLAN II | BOSTON MA | 1,066 | $294.6M | $34.5M |
| 6 | KOHLER CO. & SUBSIDIARIES KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES | KOHLER WI | 3,604 | $781.3M | $29.0M |
| 7 | CLEAR CHANNEL OUTDOOR HOLDINGS, INC. CLEAR CHANNEL OUTDOOR HOLDINGS 401(K)SAVINGS PLAN | SAN ANTONIO TX | 1,467 | $147.5M | $23.2M |
| 8 | T.Y. LIN INTERNATIONAL T.Y. LIN INTERNATIONAL EMPLOYEES' SAVINGS AND RETIREMENT PLAN | SAN FRANCISCO CA | 959 | $181.7M | $19.9M |
| 9 | EP ENERGY GLOBAL, LLC EP ENERGY 401(K) RETIREMENT PLAN | HOUSTON TX | 92 | $79.4M | $17.0M |
| 10 | THE ALLEN INSTITUTE FOR ARTIFICIAL INTELLIGENCE AI2 401(K) PLAN | SEATTLE WA | 190 | $24.7M | $13.0M |
