Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Spartan 500 Index Adv in their Schedule of Assets, totaling $20.4M 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 | EDGIO, INC. EDGIO, INC 401(K) PLAN | TEMPE AZ | 468 | $67.0M | $12.4M |
| 2 | MDK MDK 401K PLAN | COLUMBUS OH | 240 | $37.0M | $4.8M |
| 3 | NEWCOMB SPRING CORP. NEWCOMB SPRING CORP. RETIREMENT PLAN | ALPHARETTA GA | 182 |
| $22.0M |
| $2.1M |
| 4 | CONNEX CREDIT UNION, INC. CONNEX CREDIT UNION, INC. 401(K) PLAN AND TRUST | NORTH HAVEN CT | 162 | $19.5M | $1.1M |
