Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 85 U.S. retirement plans report holding Fidelity Investments** FID 500 Index in their Schedule of Assets, totaling $1.2B 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 | SAMSUNG ELECTRONICS AMERICA, INC. SAMSUNG 401(K) PLAN | ENGLEWOOD CLIFFS NJ | 13,861 | $3.1B | $684.0M |
| 2 | COVENANT HEALTH COVENANT HEALTH 401(K) PLAN | KNOXVILLE TN | 9,723 | $894.1M | $90.2M |
| 3 | ST ENGINEERING IDIRECT, INC. ST ENGINEERING IDIRECT 401(K) PLAN |
HERNDON VA |
| 473 |
| $161.6M |
| $29.2M |
| 4 | BLST OPERATING COMPANY, LLC BLUESTEM 401(K) RETIREMENT SAVINGS PLAN | EDEN PRAIRIE MN | 1,063 | $204.3M | $23.9M |
| 5 | TEAM BELVEDERE LLC TEAM BELVEDERE LLC 401(K) PLAN | CHICAGO IL | 275 | $62.2M | $23.8M |
| 6 | IN-Q-TEL, INC. IN-Q-TEL 401(K) SAFE HARBOR PLAN | ARLINGTON VA | 184 | $76.9M | $19.6M |
| 7 | ATLANTIC AVIATION FBO INC. ATLANTIC AVIATION FBO INC. 401(K) PLAN | PLANO TX | 2,858 | $109.9M | $18.0M |
| 8 | FOUNDATION RISK PARTNERS CORP FOUNDATION RISK PARTNERS 401(K) PLAN | ORMOND BEACH FL | 2,455 | $186.6M | $15.4M |
| 9 | RAY QUINNEY & NEBEKER P. C. RAY QUINNEY & NEBEKER PROFIT SHARING PLAN | SALT LAKE CITY UT | 162 | $123.0M | $15.0M |
| 10 | CIRCLE INTERNET FINANCIAL, LLC CIRCLE 401(K) PLAN | BOSTON MA | 674 | $71.3M | $13.7M |
