Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding s Fidelity Fidelity 500 Index Fund in their Schedule of Assets, totaling $386.6M 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 | MID-ATLANTIC PERMANENTE MEDICAL GROUP, PC MID-ATLANTIC PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN | WASHINGTON DC | 2,167 | $1.1B | $182.1M |
| 2 | IRIDIUM SATELLITE, LLC IRIDIUM SATELLITE 401(K) PLAN | TEMPE AZ | 1,015 | $173.5M | $31.8M |
| 3 | PHYSICIANS FOR WOMEN'S HEALTH, LLC |
ROCKY HILL CT |
| 1,210 |
| $212.6M |
| $29.1M |
| 4 | W. W. NORTON & COMPANY, INC. W. W. NORTON & COMPANY, INC. PROFIT SHARING & 401(K) PLAN | NEW YORK NY | 684 | $187.1M | $27.3M |
| 5 | GEMOLOGICAL INSTITUTE OF AMERICA, INC THE GEMOLOGICAL INSTITUTE OF AMERICA, INC. 401(K) PLAN | CARLSBAD CA | 973 | $303.9M | $26.7M |
| 6 | GENESISCARE USA, INC. GENESISCARE USA, INC. PROFIT SHARING 401(K) RETIREMENT PLAN | FORT MYERS FL | 1,521 | $250.5M | $25.8M |
| 7 | ALTAMIRA TECHNOLOGIES CORPORATION ALTAMIRA TECHNOLOGIES CORPORATION 401(K) PLAN | MCLEAN VA | 527 | $120.6M | $23.2M |
| 8 | 2U, INC. 2U, INC. 401(K) RETIREMENT PLAN | LANHAM MD | 1,385 | $195.2M | $23.1M |
| 9 | TLC ENGINEERING SOLUTIONS, INC. TLC ENGINEERING SOLUTIONS, INC., SAVINGS PLAN | ORLANDO FL | 527 | $90.9M | $7.3M |
| 10 | THE GEL GROUP, INC. THE GEL GROUP, INC. 401(K) PLAN | CHARLESTON SC | 363 | $43.1M | $3.0M |
