Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Ext Market Index in their Schedule of Assets, totaling $12.4M 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 | THE KENDALL GROUP, INC. THE KENDALL GROUP, INC. PROFIT SHARING PLAN | PORTAGE MI | 1,749 | $230.1M | $10.2M |
| 2 | SENDIK'S MANAGEMENT COMPANY, INC SENDIK'S FOOD MARKET RETIREMENT PLAN | MILWAUKEE WI | 1,112 | $34.0M | $710K |
| 3 | CORRIGAN MOVING AND STORAGE CO. CORRIGAN MOVING AND STORAGE CO. TAX DEFERRED SAVINGS PLAN AND TRUST |
FARMINGTON HILLS MI |
| 433 |
| $39.1M |
| $528K |
| 4 | USALLIANCE FEDERAL CREDIT UNION USALLIANCE FEDERAL CREDIT UNION 401(K) PLAN | RYE NY | 282 | $35.4M | $389K |
| 5 | HOLLIS COBB ASSOCIATES, INC. HOLLIS COBB ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | NORCROSS GA | 617 | $17.4M | $252K |
| 6 | SMOOT CORPORATION THE SMOOT CORPORATION SALARIED EMPLOYEES 401(K) PLAN AND TRUST | COLUMBUS OH | 77 | $24.5M | $246K |
| 7 | FARM JOURNAL, INC. FARM JOURNAL, INC. 401(K) SAVINGS PLAN | KANSAS CITY MO | 260 | $29.4M | $60K |
