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 Advantage Fund Mutual Fund in their Schedule of Assets, totaling $5.2M 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 | ALLIANCE PHYSICAL THERAPY GROUP, LLC ALLIANCE PHYSICAL THERAPY GROUP, LLC 401(K) PLAN | GRAND RAPIDS MI | 1,195 | $40.5M | $3.7M |
| 2 | THOMAS & SKINNER, INC. THOMAS & SKINNER, INC. 401(K) RETIREMENT PLAN | INDIANAPOLIS IN | 96 | $6.9M | $1.4M |
