Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Advisor Fidelity 500 Index Fund in their Schedule of Assets, totaling $32.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SYRACUSE ORTHOPEDIC SPECIALISTS, PC SYRACUSE ORTHOPEDIC SPECIALISTS, P.C. RETIREMENT INCENTIVE SAVINGS PLAN | SYRACUSE NY | 752 | $106.8M | $18.3M |
| 2 | NEW YORK STATE BAR ASSOCIATION NEW YORK STATE BAR ASSOCIATION 401(K) PROFIT SHARING PLAN | ALBANY NY | 83 | $17.6M | $7.2M |
| 3 | AMERICAN TRUCKING ASSOCIATIONS, INC. |
WASHINGTON DC |
| 149 |
| $36.5M |
| $4.2M |
| 4 | PARAGON TECHNOLOGY GROUP, INC. PARAGON TECHNOLOGY GROUP 401(K) PLAN | VIENNA VA | 103 | $11.2M | $1.5M |
| 5 | GREATER CLEVELAND PARTNERSHIP GREATER CLEVELAND PARTNERSHIP 401(K) PLAN | CLEVELAND OH | 80 | $18.9M | $1.2M |
