Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 48 U.S. retirement plans report holding Fidelity Management Trust Company Fidelity 500 Index - in their Schedule of Assets, totaling $1.4B 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 | SUTTER HEALTH SUTTER HEALTH 403(B) SAVINGS PLAN | SACRAMENTO CA | 59,303 | $7.6B | $815.8M |
| 2 | IN-N-OUT BURGER, INC. IN-N-OUT BURGER ASSOCIATES' PROFIT SHARING PLAN | IRVINE CA | 21,337 | $947.3M | $199.2M |
| 3 | SUTTER HEALTH SUTTER HEALTH RETIREMENT INCOME PLAN |
SACRAMENTO CA |
| 13,396 |
| $864.9M |
| $48.2M |
| 4 | PSA AIRLINES, INC. PSA AIRLINES, INC. 401(K) SAVINGS PLAN | VANDALIA OH | 7,153 | $242.1M | $44.2M |
| 5 | SCOR U.S. CORPORATION SCOR U.S. GROUP RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 640 | $314.6M | $40.1M |
| 6 | SUTTER HEALTH SUTTER HEALTH 401(K) SAVINGS PLAN | SACRAMENTO CA | 2,552 | $179.6M | $31.7M |
| 7 | PIEDMONT AIRLINES, INC. PIEDMONT AIRLINES INC. EMPLOYEE SAVINGS PLAN | SALISBURY MD | 21,826 | $225.5M | $27.3M |
| 8 | TENCENT AMERICA, LLC TENCENT AMERICA 401(K) PLAN | PALO ALTO CA | 648 | $102.0M | $25.7M |
| 9 | ELLIOTT DAVIS, LLC ELLIOTT DAVIS 401(K) RETIREMENT PLAN | GREENVILLE SC | 886 | $145.5M | $16.8M |
| 10 | WALBRIDGE ALDINGER COMPANY WALBRIDGE PROFIT SHARING 401(K) PLAN | DETROIT MI | 1,074 | $158.1M | $15.7M |
