Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments Fidelity Spartan 500 Index Advtg in their Schedule of Assets, totaling $21.5M 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 | SCH SERVICES, INC. SCH SERVICES, INC. 401(K) PLAN | MINNEAPOLIS MN | 411 | $119.4M | $21.5M |
