Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Spartan 500 Index Adv Mutual Fund in their Schedule of Assets, totaling $22.1M 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 | HAWKINS, DELAFIELD & WOOD, LLP HD&W RETIREMENT PLAN | NEW YORK NY | 93 | $106.7M | $22.1M |
