Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 108 U.S. retirement plans report holding Fid Extd Mkt Idx* Mutual Fund in their Schedule of Assets, totaling $408.8M 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 | ENDEAVOR HEALTH CLINICAL OPERATIONS ENDEAVOR HEALTH LEGACY 403(B) TAX DEFERRED ANNUITY PLAN FOR NORTHSHORE UNIVERSITY HEALTHSYSTEM EMPLOYEES | EVANSTON IL | 11,719 | $2.1B | $160.1M |
| 2 | CHAMPIONX LLC CHAMPIONX 401(K) PLAN | SUGAR LAND TX | 4,147 | $724.1M | $29.5M |
| 3 | OTSUKA AMERICA PHARMACEUTICAL INC. |
PRINCETON NJ |
| 3,187 |
| $1.1B |
| $24.1M |
| 4 | TRAVELPORT INC. TRAVELPORT EMPLOYEE SAVINGS PLAN | ATLANTA GA | 727 | $420.6M | $22.1M |
| 5 | GENESEE & WYOMING INC. GENESEE & WYOMING INC. 401(K) SAVINGS PLAN | ROCHESTER NY | 4,129 | $264.2M | $12.1M |
| 6 | DYNATECT MANUFACTURING, INC. DYNATECT MANUFACTURING, INC. RETIREMENT & EMPLOYEE SAVINGS PLAN | NEW BERLIN WI | 443 | $45.7M | $9.1M |
| 7 | ERESEARCH TECHNOLOGY, INC. ERESEARCH TECHNOLOGY 401(K) PLAN | PHILADELPHIA PA | 1,675 | $308.7M | $9.1M |
| 8 | POINT B, INC. POINT B, INC.& AFFILIATED EMPLOYERS 401(K) PLAN | SEATTLE WA | 537 | $152.2M | $7.2M |
| 9 | REC SILICON, INC. REC SILICON, INC. 401(K) AND SAVINGS PLAN | MOSES LAKE WA | 470 | $151.4M | $6.4M |
| 10 | PEDIATRIC SUBSPECIALTY FACULTY, INC. PEDIATRIC SUBSPECIALTY FACULTY, INC. 401(K) PROFIT SHARING PLAN | ORANGE CA | 325 | $200.6M | $5.9M |
