Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 714 U.S. retirement plans report holding Fidelity** Fidelity 500 Index in their Schedule of Assets, totaling $5.5B 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 | FORVIS MAZARS, LLP FORVIS MAZARS, LLP EMPLOYEES' SAVINGS PLAN I | SPRINGFIELD MO | 2,471 | $954.6M | $103.2M |
| 3 | THE VAIL CORPORATION DBA VAIL ASSOCIATES, INC. A COLORADO CORPORATION |
BROOMFIELD CO |
| 33,205 |
| $541.0M |
| $100.0M |
| 4 | CARNIVAL CORPORATION THE CARNIVAL CORPORATION FUN SHIP SAVINGS PLAN | DORAL FL | 3,725 | $500.6M | $97.5M |
| 5 | ARVEST BANK ARVEST BANK 401K & PROFIT SHARING RETIREMENT PLAN | LOWELL AR | 6,248 | $925.8M | $91.2M |
| 6 | HM US SERVICES, LLC THE 401(K) RETIREMENT PLAN OF HEIDELBERG MATERIALS US | IRVING TX | 4,871 | $798.5M | $89.5M |
| 7 | EDUCATIONAL TESTING SERVICE EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS PLAN | PRINCETON NJ | 3,512 | $982.3M | $84.5M |
| 8 | JACKSON LEWIS P.C. JACKSON LEWIS P.C. RETIREMENT SAVINGS PLAN | WEST HARRISON NY | 2,250 | $623.9M | $82.8M |
| 9 | ZF PASSIVE SAFETY US INC. ZF PASSIVE SAFETY US INC. 401(K) SAVINGS PLAN | WASHINGTON MI | 1,047 | $298.8M | $82.2M |
| 10 | LG ELECTRONICS USA, INC. LG ELECTRONICS RETIREMENT PLAN | ENGLEWOOD CLIFFS NJ | 3,125 | $450.5M | $76.2M |
