Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1,063 U.S. retirement plans report holding Fidelity® 500 Index Mutual Fund in their Schedule of Assets, totaling $9.7B in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SHI INTERNATIONAL CORP SHI INTERNATIONAL CORP 401(K) SAVINGS PLAN | SOMERSET NJ | 5,552 | $850.2M | $558.6M |
| 2 | MEDSTAR HEALTH, INC. MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN | COLUMBIA MD | 35,033 | $3.5B | $513.1M |
| 3 | NAVY FEDERAL CREDIT UNION NAVY FEDERAL 401(K) SAVINGS PLAN | MERRIFIELD VA | 24,775 | $3.2B | $315.0M |
| 4 | THE MEDICAL COLLEGE OF WISCONSIN, INC. THE MEDICAL COLLEGE OF WISCONSIN, INC. RETIREMENT PLAN | MILWAUKEE WI | 6,844 | $2.6B | $301.0M |
| 5 | WACHTELL, LIPTON, ROSEN & KATZ WACHTELL, LIPTON, ROSEN & KATZ SAVINGS PLAN | NEW YORK NY | 660 | $638.7M | $186.5M |
| 6 | THE UNIVERSITY OF VERMONT HEALTH NETWORK 403B) RETIREMENT SAVINGS PLAN THE UNIVERSITY OF VERMONT MEDICAL CENTER 403(B) PLAN | BURLINGTON VT | 13,241 | $2.2B | $164.2M |
| 7 | COADVANTAGE CORPORATION COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN | BRADENTON FL | 76,258 | $1.2B | $152.1M |
| 8 | PROTIVITI INC PROTIVITI INC. 401K AND PROFIT SHARING PLAN | SAN RAMON CA | 4,976 | $814.1M | $140.0M |
| 9 | EASTERN MAINE HEALTHCARE SYSTEMS D/B/A NORTHERN LIGHT HEALTH NORTHERN LIGHT HEALTH RETIREMENT PARTNERSHIP 403(B) PLAN | BREWER ME | 10,678 | $1.2B | $138.5M |
| 10 | PIPELINE INDUSTRY 401(K) FUND PIPELINE INDUSTRY ANNUITY 401(K) TRUST | TULSA OK | 2,034 | $340.4M | $132.2M |
