Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity 500 Index Adv in their Schedule of Assets, totaling $11.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | QUALITY BICYCLE PRODUCTS, GBC QUALITY BICYCLE PRODUCTS, INC. 401(K) PLAN | BLOOMINGTON MN | 953 | $64.8M | $6.3M |
| 2 | ELKEM SILICONES USA CORP. ELKEM SILICONES USA CORP. 401(K) PROFIT SHARING PLAN | EAST BRUNSWICK NJ | 242 | $61.5M | $5.0M |
| 3 | KOCH HOLDINGS INC. KOCH AUTOMOTIVE GROUP 401(K) PLAN |
EASTON PA |
| 771 |
| $13.8M |
| $460K |
