Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 45 U.S. retirement plans report holding s Fidelity Investments Fidelity 500 Index Fund - in their Schedule of Assets, totaling $560.5M 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 | MAXIMUS, INC. MAXIMUS, INC. 401(K) PLAN | MCLEAN VA | 40,533 | $913.2M | $112.7M |
| 2 | RICHEMONT NORTH AMERICA, INC. RICHEMONT NORTH AMERICA, INC. RETIREMENT PLAN | SHELTON CT | 3,701 | $456.5M | $85.9M |
| 3 | TOKYO ELECTRON US HOLDINGS, INC. TOKYO ELECTRON RETIREMENT PLAN |
AUSTIN TX |
| 2,280 |
| $651.7M |
| $85.4M |
| 4 | VIRTUS INVESTMENT PARTNERS, INC. VIRTUS INVESTMENT PARTNERS, INC. SAVINGS AND INVESTMENT PLAN | HARTFORD CT | 750 | $330.1M | $45.6M |
| 5 | CLS BANK INTERNATIONAL CLS BANK INTERNATIONAL 401(K) AND PROFIT SHARING PLAN | NEW YORK NY | 269 | $113.7M | $29.3M |
| 6 | FLEXIBLE STEEL LACING COMPANY FLEXCO PENSION PLAN | DOWNERS GROVE IL | 432 | $80.4M | $23.5M |
| 7 | ILITCH HOLDINGS, INC. ILITCH HOLDINGS 401(K) PLAN | DETROIT MI | 4,784 | $307.1M | $20.7M |
| 8 | LAKE REGIONAL HEALTH SYSTEM LAKE REGIONAL HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN | OSAGE BEACH MO | 1,452 | $116.8M | $18.6M |
| 9 | G & J PEPSI-COLA BOTTLERS, INC. G & J PEPSI-COLA BOTTLERS, INC. EMPLOYEES 401(K) RETIREMENT PLAN | CINCINNATI OH | 1,408 | $110.0M | $14.3M |
| 10 | ALLIED MACHINE & ENGINEERING CORPORATION ALLIED MACHINE & ENGINEERING CORPORATION 401(K) PLAN | DOVER OH | 453 | $69.8M | $14.2M |
