Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments* Fidelity Spartan 500 Index Fund in their Schedule of Assets, totaling $37.6M 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 | BIG 5 CORP BIG 5 SPORTING GOODS SAVINGS AND PROFIT SHARING PLAN | EL SEGUNDO CA | 3,018 | $141.0M | $26.5M |
| 2 | MARK ANDY, INC. MARK ANDY, INC. EMPLOYEE SAVINGS & PROFIT SHARING PLAN | CHESTERFIELD MO | 392 | $75.4M | $7.6M |
| 3 | BAKER BOOK HOUSE COMPANY BAKER BOOK HOUSE EMPLOYEES' PROFIT SHARING PLAN |
ADA MI |
| 204 |
| $21.9M |
| $3.5M |
