Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 189 U.S. retirement plans report holding Fidelity® 500 Index Mutual funds in their Schedule of Assets, totaling $1.1B 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 | CRA INTERNATIONAL, INC. CRA INTERNATIONAL 401(K) PLAN | BOSTON MA | 850 | $334.4M | $99.9M |
| 2 | H. LEE MOFFITT CANCER CENTER H LEE MOFFITT CANCER CENTER AND RESEARCH INST 403(B) RETIRE PLAN | TAMPA FL | 9,962 | $802.8M | $81.1M |
| 3 | EUROMARKET DESIGNS, INC. D.B.A. CRATE & BARREL, CB2, AND HUDSON GRACE |
NORTHBROOK IL |
| 7,357 |
| $343.4M |
| $65.5M |
| 4 | WAYNE FARMS LLC WAYNE-SANDERSON FARMS 401(K) RETIREMENT PLAN | OAKWOOD GA | 24,562 | $595.7M | $60.5M |
| 5 | THE TALBOTS LLC THE TALBOTS RETIREMENT SAVINGS 401(K) PLAN | HINGHAM MA | 4,829 | $236.6M | $52.1M |
| 6 | H. LEE MOFFITT CANCER CENTER H. LEE MOFFITT CANCER CENTER & RESEARCH INST, INC. RETIRE PLAN | TAMPA FL | 9,939 | $504.7M | $45.4M |
| 7 | BROADSTREET PARTNERS, INC. BROADSTREET 401(K) PLAN | COLUMBUS OH | 5,101 | $513.6M | $42.0M |
| 8 | SAILPOINT TECHNOLOGIES, INC. SAILPOINT TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN AND TRUST | AUSTIN TX | 1,592 | $195.1M | $38.4M |
| 9 | WOODS HOLE OCEANOGRAPHIC INSTITUTION WOODS HOLE OCEANOGRAPHIC INSTITUTION DEFINED CONTRIBUTION RETIREMENT PLAN | WOODS HOLE MA | 1,466 | $268.6M | $29.9M |
| 10 | WOMAN'S HOSPITAL FOUNDATION WOMAN'S HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN | BATON ROUGE LA | 2,567 | $192.3M | $27.2M |
