Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity 500 Index Advantage Mutual Fund in their Schedule of Assets, totaling $59.5M 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 | INTERACTIVE COMMUNICATIONS INTERNATIONAL, INC. INCOMM 401(K) RETIREMENT SAVINGS PLAN | ATLANTA GA | 2,042 | $276.6M | $47.8M |
| 2 | AGERO, INC. AGERO, INC. RETIREMENT PLAN | MEDFORD MA | 2,030 | $190.9M | $11.6M |