Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Ext Mkt Index Fund Mutual Fund in their Schedule of Assets, totaling $13.2M 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 | LOEWS CORPORATION LOEWS CORPORATION EMPLOYEES' SAVINGS PLAN | NEW YORK NY | 121 | $167.7M | $8.7M |
| 2 | JO-ANN STORES, LLC JO-ANN STORES, LLC 401(K) SAVINGS PLAN | HUDSON OH | 19,186 | $182.5M | $2.1M |
| 3 | LAKEVIEW CENTER, INC. LAKEVIEW CENTER INC RETIREMENT SAVINGS 403(B) PLAN |
PENSACOLA FL |
| 2,591 |
| $116.7M |
| $2.0M |
| 4 | MANCHESTER SPORTS CENTER INC MANCHESTER SPORTS CENTER INC 401(K) PROFIT SHARING PLAN | MANCHESTER CT | 152 | $18.8M | $267K |
| 5 | BAYWA R.E. SOLAR SYSTEMS, LLC BAYWA R.E. SOLAR SYSTEMS 401(K) PROFIT SHARING PLAN | SANTA FE NM | 131 | $4.9M | $70K |
| 6 | VILLAGE BANK AND TRUST FINANCIAL SBA DEFINED CONTRIBUTION PLAN FOR VILLAGE BANK AND TRUST FINANCIAL CORPORATION | MIDLOTHIAN VA | 134 | $17.9M | $12K |
| 7 | BANK OF BOTETOURT SBA DEFINED CONTRIBUTION PLAN FOR BANK OF BOTETOURT | BUCHANAN VA | 129 | $10.9M | $8K |