Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Advisors 500 Index Fund in their Schedule of Assets, totaling $14.0M 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 | LANSING LOCAL #826 GLAZIERS' RETIREMENT TRUST FUND LANSING LOCAL #826 GLAZIERS' RETIREMENT TRUST FUND | JACKSON MI | 112 | $34.0M | $3.9M |
| 2 | EPLICA CORPORATE SERVICES, INC. EPLICA CORPORATE SERVICES, INC. 401(K) PLAN | SAN DIEGO CA | 1,612 | $21.1M | $3.1M |
| 3 | KOCH SERVICES, INC. |
MINNEAPOLIS MN |
| 1,274 |
| $57.3M |
| $3.1M |
| 4 | STAN KOCH & SONS TRUCKING, INC. KOCH COMPANIES 401(K) RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 1,435 | $53.6M | $3.0M |
| 5 | L.J. THALMANN CO. CHALET EMPLOYEES' RETIREMENT SAVINGS PLAN | WILMETTE IL | 294 | $11.6M | $923K |
