Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity 500 Index Advantage Fund in their Schedule of Assets, totaling $193.8M 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 | ROCK HOLDINGS, INC. ROCK HOLDINGS & ASSOCIATED COMPANIES SAVINGS PLAN | DETROIT MI | 15,943 | $2.2B | $189.1M |
| 2 | G & W LABORATORIES, INC. G&W LABORATORIES INC. RETIREMENT PLAN | SOUTH PLAINFIELD NJ | 20 | $26.7M | $2.6M |
| 3 | COSETTE PHARMACEUTICALS, INC. COSETTE PHARMACEUTICALS, INC. 401(K) PLAN |
BRIDGEWATER NJ |
| 337 |
| $25.9M |
| $1.7M |
| 4 | CCMH CORPORATION CCMH CORPORATION 401(K) PLAN | CARROLLTON KY | 185 | $5.4M | $303K |