Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 316 U.S. retirement plans report holding Fidelity Investments: Fidelity 500 Index in their Schedule of Assets, totaling $2.9B 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 | MCDERMOTT WILL & EMERY LLP MW&E SAVINGS AND RETIREMENT PLAN | CHICAGO IL | 1,979 | $1.4B | $277.9M |
| 2 | BAKER TILLY ADVISORY GROUP PARENT, LP BAKER TILLY ADVISORY GROUP PARENT, LP SAVINGS PLAN | CHICAGO IL | 6,535 | $1.3B | $182.3M |
| 3 | HARVARD MED. FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MED. CTR. INC |
BOSTON MA |
| 2,182 |
| $1.3B |
| $158.0M |
| 4 | SHRINERS HOSPITALS FOR CHILDREN SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN | TAMPA FL | 4,831 | $762.1M | $117.0M |
| 5 | EPAM SYSTEMS, INC EPAM SYSTEMS, INC. 401(K) PLAN | NEWTOWN PA | 3,012 | $453.5M | $99.2M |
| 6 | BOARD OF TRUSTEES NYSA-ILA MONEY PURCHASE PENSION FUND AND PLAN | JERSEY CITY NJ | 4,643 | $936.2M | $68.2M |
| 7 | BENCHMARK ELECTRONICS, INC. BENCHMARK ELECTRONICS, INC. 401K EMPLOYEE SAVINGS PLAN | TEMPE AZ | 2,801 | $378.9M | $62.7M |
| 8 | STANDARD MOTOR PRODUCTS, INC. STANDARD MOTOR PRODUCTS, INC. PROFIT SHARING 401(K) CAPITAL ACCUMULATION PLAN | LONG ISLAND CITY NY | 1,915 | $365.7M | $60.9M |
| 9 | LESTER E. COX MEDICAL CENTERS COX SAVINGS INCENTIVE PLAN | SPRINGFIELD MO | 13,775 | $963.7M | $60.7M |
| 10 | AMN HEALTHCARE, INC. AMN HEALTHCARE 401(K) RETIREMENT SAVINGS PLAN | DALLAS TX | 15,207 | $417.0M | $60.2M |
