Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Extended Market Fund® Registered Investment Company in their Schedule of Assets, totaling $5.0M 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 | PRIMORIS SERVICES CORPORATION PRIMORIS SERVICES CORPORATION 401(K) RETIREMENT SAVINGS PLAN | DALLAS TX | 12,250 | $401.5M | $4.1M |
| 2 | LLOYD'S REGISTER AMERICAS, INC LLOYD'S REGISTER 401(K) PLAN | HOUSTON TX | 114 | $47.4M | $464K |
| 3 | J. LOHR WINERY CORPORATION J. LOHR EMPLOYEES RETIREMENT PLAN |
SAN JOSE CA |
| 207 |
| $43.5M |
| $345K |
| 4 | LLOYD'S REGISTER QUALITY ASSURANCE, INC. LRQA 401(K) PLAN | HOUSTON TX | 98 | $19.6M | $59K |
