Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 185 U.S. retirement plans report holding Fidelity investments in their Schedule of Assets, totaling $3.2B 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 | SANDOZ INC. SANDOZ INC. INVESTMENT SAVINGS PLAN | PRINCETON NJ | 677 | $588.2M | $269.5M |
| 2 | AM/NS CALVERT LLC AM/NS CALVERT LLC 401K PLAN | CALVERT AL | 2,153 | $288.5M | $252.7M |
| 3 | CAMBIUM LEARNING GROUP, INC. CAMBIUM LEARNING PROFIT SHARING RETIREMENT PLAN |
DALLAS TX |
| 2,418 |
| $302.0M |
| $252.0M |
| 4 | GOOGLE LLC GOOGLE LLC 401(K) SAVINGS PLAN | MOUNTAIN VIEW CA | 114,321 | $48.7B | $210.0M |
| 5 | NORTHSIDE HOSPITAL, INC. NORTHSIDE HOSPITAL 403(B) RETIREMENT PLAN | ATLANTA GA | 31,639 | $1.8B | $180.3M |
| 6 | EPIROC NORTH AMERICA CORP. EPIROC 401(K) PLAN | GARLAND TX | 1,401 | $199.9M | $141.8M |
| 7 | SANDOZ INC. SANDOZ PENSION PLAN | PRINCETON NJ | 156 | $145.4M | $119.3M |
| 8 | AGRI-MARK INC. AGRI-MARK INC. PENSION PLAN | ANDOVER MA | 774 | $116.4M | $111.5M |
| 9 | PRECISION MEDICINE GROUP, LLC PRECISION MEDICINE GROUP 401(K) PLAN | BETHESDA MD | 2,174 | $230.7M | $96.2M |
| 10 | YOUTH VILLAGES, INC. YOUTH VILLAGES RETIREMENT PLAN | MEMPHIS TN | 2,821 | $110.0M | $92.9M |
