Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1,271 U.S. retirement plans report holding «« Fidelity 500 Index in their Schedule of Assets, totaling $11.2B 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 | IOWA HEALTH SYSTEM IOWA HEALTH SYSTEM SECTION 401(K) RETIREMENT SAVINGS PLAN | WEST DES MOINES IA | 25,777 | $3.3B | $298.6M |
| 3 | EQUIFAX, INC EQUIFAX INC. 401K PLAN |
ATLANTA GA |
| 6,424 |
| $1.5B |
| $284.8M |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP SUSQUEHANNA INTERNATIONAL GROUP, LLP 401(K) PROFIT SHARING PLAN | BALA CYNWYD PA | 2,080 | $934.5M | $255.7M |
| 5 | UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC. UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION PHYSICIANS RETIREMENT PLAN | MIDDLETON WI | 1,782 | $1.4B | $253.3M |
| 6 | OLD REPUBLIC INTERNATIONAL CORP. ORI 401(K) SAVINGS AND PROFIT SHARING PLAN | CHICAGO IL | 9,784 | $2.1B | $215.7M |
| 7 | ARDENT HEALTH PARTNERS, INC. ARDENT HEALTH SERVICES RETIREMENT SAVINGS PLAN | BRENTWOOD TN | 23,054 | $1.6B | $184.1M |
| 8 | PERFORMANCE FOOD GROUP, INC. PERFORMANCE FOOD GROUP EMPLOYEE SAVINGS PLAN | RICHMOND VA | 35,047 | $1.9B | $154.5M |
| 9 | MIDWEST PHYSICIAN ADMINISTRATIVE SERVICES, LLC, D/B/A DULY HEALTH AND DULY HEALTH AND CARE 401(K) PLAN | DOWNERS GROVE IL | 6,585 | $1.1B | $147.0M |
| 10 | BARRY-WEHMILLER COMPANIES, INC. BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 5,631 | $1.0B | $138.9M |
