Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Advisor Fidelity 500 Index Fund in their Schedule of Assets, totaling $25.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | 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 | AMERICAN TRUCKING ASSOCIATIONS, INC. ATA 401(K) RETIREMENT SAVINGS PLAN | WASHINGTON DC | 149 | $36.5M | $4.2M |
| 3 | PARAGON TECHNOLOGY GROUP, INC. |
VIENNA VA |
| 103 |
| $11.2M |
| $1.5M |
| 4 | GREATER CLEVELAND PARTNERSHIP GREATER CLEVELAND PARTNERSHIP 401(K) PLAN | CLEVELAND OH | 80 | $18.9M | $1.2M |
