Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 256 U.S. retirement plans report holding Fidelity Investments 500 index fund in their Schedule of Assets, totaling $2.6B in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HARTFORD HEALTHCARE CORPORATION HARTFORD HEALTHCARE 401(K) RETIREMENT PLAN | FARMINGTON CT | 29,076 | $2.9B | $272.7M |
| 2 | INSIGHT ENTERPRISES, INC. INSIGHT ENTERPRISES, INC. 401(K) PLAN | CHANDLER AZ | 6,347 | $941.5M | $98.4M |
| 3 | NUVANCE HEALTH NUVANCE HEALTH 403(B) PLAN (F/K/A HEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY PLAN) |
DANBURY CT |
| 2,628 |
| $746.1M |
| $82.4M |
| 4 | MERCURY SYSTEMS, INC. MERCURY EMPLOYEES RETIREMENT INVESTMENT TRUST | ANDOVER MA | 2,246 | $475.6M | $77.1M |
| 5 | CATHOLIC HEALTHCARE TRUST CATHOLIC MEDICAL CENTER PENSION PLAN | MANCHESTER NH | 352 | $221.3M | $71.6M |
| 6 | RUMMEL, KLEPPER & KAHL THE RUMMEL, KLEPPER & KAHL, L.L.P. PRE-TAX SAVINGS PLAN | BALTIMORE MD | 2,023 | $303.4M | $62.0M |
| 7 | TETRA PAK, INC. TETRA PAK RETIREMENT SAVINGS PLAN | DENTON TX | 1,665 | $500.2M | $55.6M |
| 8 | OREGON TOOL, INC. OREGON TOOL 401(K) RETIREMENT PROFIT SHARING PLUS PLAN | PORTLAND OR | 924 | $295.3M | $51.3M |
| 9 | COMMVAULT SYSTEMS, INC. COMMVAULT SYSTEMS, INC. 401K PLAN | TINTON FALLS NJ | 1,241 | $290.1M | $47.8M |
| 10 | HARTFORD HEALTHCARE CORPORATION HARTFORD HEALTHCARE 403(B) PLAN | FARMINGTON CT | 4,589 | $665.8M | $43.8M |