Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Advisor 500 Index in their Schedule of Assets, totaling $12.8M 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 | DALLAS BASKETBALL LIMITED D.B.A. DALLAS MAVERICKS DALLAS BASKETBALL LIMITED 401(K) PLAN | DALLAS TX | 447 | $40.4M | $6.5M |
| 2 | ANIP ACQUISITIONS D/B/A ANI PHARMACEUTICALS, INC. ANI PHARMACEUTICALS, INC. 401(K) PLAN | BAUDETTE MN | 725 | $44.0M | $6.2M |
| 3 | MCKIE FORD LINCOLN, INC & AFFILIATES |
RAPID CITY SD |
| 172 |
| $11.0M |
| $24K |