Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 45 U.S. retirement plans report holding Fidelity Fidelity® 500 Index Fund in their Schedule of Assets, totaling $317.5M 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 | SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM SCL HEALTH 401(K) RETIREMENT SAVINGS PLAN | BROOMFIELD CO | 13,884 | $1.5B | $113.7M |
| 2 | KIPP DC PUBLIC CHARTER SCHOOLS KIPP DC RETIREMENT PLAN | WASHINGTON DC | 1,310 | $104.7M | $41.9M |
| 3 | INTEGRAL SYSTEMS,INC. INTEGRAL SYSTEMS, INC. AND SUBSIDIARIES RETIREMENT PLANS |
SAN DIEGO CA |
| 246 |
| $183.4M |
| $21.5M |
| 4 | FIRST MANHATTAN CO. FIRST MANHATTAN CO. 401K PLAN | NEW YORK NY | 128 | $91.6M | $18.1M |
| 5 | ALLEN & OVERY LLP ALLEN & OVERY 401(K) PROFIT SHARING PLAN | NEW YORK NY | 382 | $111.0M | $16.9M |
| 6 | OHIO MACHINERY CO. OHIO CAT EMPLOYEES' RETIREMENT PLAN | BROADVIEW HEIGHTS OH | 298 | $47.3M | $12.7M |
| 7 | NATIONAL ENDOWMENT FOR DEMOCRACY NATIONAL ENDOWMENT FOR DEMOCRACY 403(B) RETIREMENT PLAN | WASHINGTON DC | 288 | $71.5M | $11.0M |
| 8 | KOGNITIV US LLC KOGNITIV 401(K) SAVINGS PLAN | — | 44 | $33.8M | $9.8M |
| 9 | THE CHILDREN'S INSTITUTE OF PITTSBURGH THE DEFINED BENEFIT PENSION PLAN OF THE CHILDREN'S INSTITUTE OF PITTSBURGH | PITTSBURGH PA | 48 | $51.6M | $9.3M |
| 10 | RICHARDS MANUFACTURING CO. RICHARDS MANUFACTURING 401(K) PLAN | IRVINGTON NJ | 326 | $65.1M | $9.1M |
