Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Management Trust Company Spartan 500 Index Advantage Fund in their Schedule of Assets, totaling $1.3M 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 | RADIAN RESEARCH, INC. RADIAN RESEARCH, INC. RETIREMENT PLAN | LAFAYETTE IN | 110 | $16.5M | $1.0M |
| 2 | NM MANAGEMENT, INC. NM MANAGEMENT 401(K) PLAN | ALEXANDRIA VA | 114 | $8.5M | $241K |
