Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 248 U.S. retirement plans report holding Fidelity*** in their Schedule of Assets, totaling $4.3B 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 | THE METHODIST HOSPITAL THE TAX SHELTERED ANNUITY PLAN OF THE METHODIST HOSPITAL | HOUSTON TX | 29,975 | $2.0B | $550.1M |
| 2 | ARAMARK UNIFORM & CAREER APPAREL, LLC SAVINGS PLAN ARAMARK UNIFORM & CAREER APPAREL RETIREMENT SAVINGS PLAN | BURBANK CA | 11,428 | $559.6M | $287.9M |
| 3 | THE GI ALLIANCE MANAGEMENT, LLC |
DALLAS TX |
| 7,060 |
| $1.1B |
| $260.0M |
| 4 | PRIME THERAPEUTICS PRIME THERAPEUTICS LLC 401(K) PLAN | EAGAN MN | 7,237 | $911.3M | $253.5M |
| 5 | GENTEX CORPORATION GENTEX CORPORATION RETIREMENT SAVINGS PLAN | ZEELAND MI | 6,100 | $509.6M | $224.1M |
| 6 | BOIES SCHILLER FLEXNER LLP BOIES SCHILLER FLEXNER LLP RETIREMENT SAVINGS PLAN | WASHINGTON DC | 358 | $175.5M | $168.3M |
| 7 | PERKINELMER US, LLC PERKINELMER US, LLC SAVINGS PLAN | SHELTON CT | 1,404 | $173.5M | $151.8M |
| 8 | KOHLBERG KRAVIS ROBERTS & CO. L.P. KOHLBERG KRAVIS ROBERTS AND CO. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 1,627 | $666.2M | $134.4M |
| 9 | ROCKEFELLER GROUP INTERNATIONAL, INC. ROCKEFELLER GROUP INTERNATIONAL, INC. INCENTIVE SAVINGS PLAN | NEW YORK NY | 214 | $144.1M | $123.1M |
| 10 | ILLINOIS INSTITUTE OF TECHNOLOGY ILLINOIS INSTITUTE OF TECHNOLOGY TAX DEFERRED ANNUITY PLAN | CHICAGO IL | 1,035 | $598.0M | $121.6M |
