Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 97 U.S. retirement plans report holding Fidelity Management Trust Company** Fidelity 500 Index Fund in their Schedule of Assets, totaling $1.0B 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 | ACE HARDWARE CORPORATION ACE HARDWARE CORPORATION 401(K) SAVINGS AND RETIREMENT PLAN | OAK BROOK IL | 6,953 | $1.2B | $119.0M |
| 2 | STORMONT VAIL HEALTHCARE STORMONT-VAIL HEALTHCARE EMPLOYEE 403(B) PLAN | TOPEKA KS | 5,973 | $553.5M | $102.8M |
| 3 | TERUMO AMERICAS HOLDING, INC. |
SOMERSET NJ |
| 3,820 |
| $836.4M |
| $79.5M |
| 4 | SHAMROCK FOODS COMPANY SHAMROCK FOODS COMPANY 401(K) PLAN AND TRUST | PHOENIX AZ | 5,985 | $454.8M | $60.4M |
| 5 | BCD TRAVEL USA LLC BCD TRAVEL USA LLC PROFIT SHARING RETIREMENT PLAN | ATLANTA GA | 4,181 | $479.9M | $55.8M |
| 6 | BARTON MALOW HOLDINGS LLC BARTON MALOW PROFIT SHARING AND SAVINGS PLAN | SOUTHFIELD MI | 1,406 | $313.1M | $50.8M |
| 7 | GRUBHUB HOLDINGS INC. GRUBHUB, INC. 401(K) RETIREMENT PLAN | CHICAGO IL | 2,068 | $219.2M | $33.7M |
| 8 | LEGO SYSTEMS, INC LEGO U.S. RETIREMENT PLAN | ENFIELD CT | 4,104 | $429.2M | $33.6M |
| 9 | CARVANA, LLC CARVANA, LLC 401(K) PLAN | TEMPE AZ | 17,481 | $267.1M | $32.0M |
| 10 | CORT BUSINESS SERVICES CORPORATION CORT 401(K) RETIREMENT SAVINGS PLAN | CHANTILLY VA | 2,225 | $248.8M | $26.7M |
