Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 62 U.S. retirement plans report holding Fidelity Fidelity 500 Index N/R in their Schedule of Assets, totaling $1.0B 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 | YALE-NEW HAVEN HOSPITAL, INC. YALE-NEW HAVEN HOSPITAL AND TAX EXEMPT AFFILIATES TAX SHELTERED ANNUITY PLAN | NEW HAVEN CT | 22,243 | $2.3B | $245.3M |
| 2 | ENGLEWOOD HOSPITAL AND MEDICAL CENTER RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER | ENGLEWOOD NJ | 3,619 | $341.8M | $109.8M |
| 3 | YALE-NEW HAVEN HOSPITAL, INC. |
NEW HAVEN CT |
| 22,243 |
| $1.1B |
| $74.9M |
| 4 | CETERA FINANCIAL GROUP, INC. CETERA FINANCIAL GROUP, INC. 401(K) SAVINGS PLAN | EL SEGUNDO CA | 3,070 | $386.6M | $73.5M |
| 5 | BILLINGS CLINIC BILLINGS CLINIC 403B PLAN | BILLINGS MT | 4,247 | $594.8M | $59.8M |
| 6 | WVU HEALTH SYSTEM WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN | MORGANTOWN WV | 32,450 | $1.8B | $58.5M |
| 7 | LAWRENCE & MEMORIAL HOSPITAL LAWRENCE & MEMORIAL HOSPITAL 401(K) PLAN | NEW LONDON CT | 4,346 | $369.4M | $57.3M |
| 8 | NOVOLEX HOLDINGS, LLC NOVOLEX HOLDINGS, LLC 401(K) PLAN | HARTSVILLE SC | 6,230 | $385.3M | $46.2M |
| 9 | WATTS WATER TECHNOLOGIES, INC. WATTS WATER TECHNOLOGIES, INC. 401(K) SAVINGS PLAN | NORTH ANDOVER MA | 2,275 | $342.4M | $34.4M |
| 10 | WISCONSIN PHYSICIANS SERVICE INSURANCE CORPORATION WPS 401(K) SAVINGS PLAN | MADISON WI | 1,731 | $317.1M | $31.3M |
