Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 342 U.S. retirement plans report holding Fidelity® 500 Index in their Schedule of Assets, totaling $3.8B 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 | JUSTWORKS EMPLOYMENT GROUP, LLC JUSTWORKS RETIREMENT SAVINGS PLAN | NEW YORK NY | 147,007 | $3.9B | $1.2B |
| 2 | OLD REPUBLIC INTERNATIONAL CORP. ORI 401(K) SAVINGS AND PROFIT SHARING PLAN | CHICAGO IL | 9,784 | $2.1B | $215.7M |
| 3 | PERFORMANCE FOOD GROUP, INC. |
RICHMOND VA |
| 35,047 |
| $1.9B |
| $154.5M |
| 4 | ALBERT EINSTEIN COLLEGE OF MEDICINE ALBERT EINSTEIN COLLEGE OF MEDICINE 403(B) RETIREMENT INCOME PLAN | BRONX NY | 2,100 | $593.5M | $129.7M |
| 5 | UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC EMPLOYEES 401(K)/PROFIT SHARING PLAN | MIDDLETON WI | 3,273 | $767.7M | $107.4M |
| 6 | ALLETE, INC. ALLETE AND AFFILIATED COMPANIES RETIREMENT SAVINGS AND STOCK OWNERSHIP PLAN | DULUTH MN | 1,633 | $605.7M | $100.6M |
| 7 | EXTENSIS GROUP, LLC EXTENSIS GROUP RETIREMENT SAVINGS PLAN | WOODBRIDGE NJ | 11,488 | $682.1M | $97.4M |
| 8 | SIMPSON GUMPERTZ & HEGER INC. SGH PROFIT SHARING & 401(K) PLAN AND TRUST | WALTHAM MA | 765 | $464.1M | $87.9M |
| 9 | MARRIOTT VACATIONS WORLDWIDE CORP. MARRIOTT VACATIONS WORLDWIDE CORP. 401(K) | ORLANDO FL | 16,954 | $903.0M | $84.9M |
| 10 | ASPIRUS, INC. ASPIRUS, INC. RETIREMENT PLAN | WAUSAU WI | 10,454 | $893.4M | $71.7M |
