Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Spartan 500 Index Adv. Fund in their Schedule of Assets, totaling $13.2M 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 | MUNICH RE SPECIALTY GROUP N.A. INC. MUNICH RE SPECIALTY GROUP N.A. INC. RETIREMENT SAVINGS PLAN | SCHAUMBURG IL | 289 | $50.5M | $7.7M |
| 2 | ROXBORO HOLDINGS, INC. ROXBORO HOLDINGS EMPLOYEE SAVINGS PLAN | FARMINGDALE NJ | 193 | $34.1M | $5.4M |
