Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Small-Cap Index Advantage Mutual fund in their Schedule of Assets, totaling $11.4M 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 | INTERACTIVE COMMUNICATIONS INTERNATIONAL, INC. INCOMM 401(K) RETIREMENT SAVINGS PLAN | ATLANTA GA | 2,042 | $276.6M | $9.3M |
| 2 | GRANGE INSURANCE ASSOCIATION GRANGE INSURANCE ASSOCIATION SAVINGS & INVESTMENT PLAN | SEATTLE WA | 185 | $51.5M | $1.7M |
| 3 | KING INDUSTRIES, INC. |
NORWALK CT |
| 258 |
| $43.9M |
| $360K |
| 4 | GREYSTONE OF LINCOLN INC GREYSTONE, INCORPORATED PROFIT SHARING & SAVINGS PLAN | LINCOLN RI | 513 | $27.9M | $62K |