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 in their Schedule of Assets, totaling $36.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MARSHALL, GERSTEIN & BORUN LLP MARSHALL, GERSTEIN & BORUN LLP SALARY SAVINGS & PROFIT SHARING PLAN | CHICAGO IL | 186 | $160.1M | $36.0M |
