Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 756 U.S. retirement plans report holding Fidelity** Fidelity 500 Index in their Schedule of Assets, totaling $6.0B 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 | MEMORIAL HERMANN HEALTH SYSTEM MEMORIAL HERMANN HEALTH SYSTEM EMPLOYEES' RETIREMENT SAVINGS PLAN | HOUSTON TX | 32,735 | $3.3B | $437.9M |
| 2 | P & M HOLDING GROUP, LLP P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES TAX SAVINGS PLAN | SOUTHFIELD MI | 3,611 | $655.4M | $188.4M |
| 3 | FORVIS MAZARS, LLP |
SPRINGFIELD MO |
| 2,471 |
| $954.6M |
| $103.2M |
| 4 | THE VAIL CORPORATION DBA VAIL ASSOCIATES, INC. A COLORADO CORPORATION VAIL RESORTS 401(K) RETIREMENT PLAN | BROOMFIELD CO | 33,205 | $541.0M | $100.0M |
| 5 | CARNIVAL CORPORATION THE CARNIVAL CORPORATION FUN SHIP SAVINGS PLAN | DORAL FL | 3,725 | $500.6M | $97.5M |
| 6 | DEPAUL UNIVERSITY DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN | CHICAGO IL | 3,976 | $1.3B | $92.4M |
| 7 | ARVEST BANK ARVEST BANK 401K & PROFIT SHARING RETIREMENT PLAN | LOWELL AR | 6,248 | $925.8M | $91.2M |
| 8 | HM US SERVICES, LLC THE 401(K) RETIREMENT PLAN OF HEIDELBERG MATERIALS US | IRVING TX | 4,871 | $798.5M | $89.5M |
| 9 | EDUCATIONAL TESTING SERVICE EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS PLAN | PRINCETON NJ | 3,512 | $982.3M | $84.5M |
| 10 | JACKSON LEWIS P.C. JACKSON LEWIS P.C. RETIREMENT SAVINGS PLAN | WEST HARRISON NY | 2,250 | $623.9M | $82.8M |
