Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Extended Market Index Fund Interest in registered investment companies xx in their Schedule of Assets, totaling $6.4M 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 | AMERICAN PUBLIC EDUCATION INC. AMERICAN PUBLIC EDUCATION RETIREMENT PLAN | CHARLES TOWN WV | 5,899 | $303.2M | $4.2M |
| 2 | SHIFT4 PAYMENTS, LLC SHIFT4 401(K) PLAN | CENTER VALLEY PA | 3,325 | $94.9M | $1.4M |
| 3 | TCOM, LP TCOM, L.P. EMPLOYEES' SAVINGS PLAN |
COLUMBIA MD |
| 431 |
| $82.5M |
| $462K |
| 4 | MBA CONSULTING SERVICES, INC. MBA CSI 401(K) PLAN | CHANTILLY VA | 431 | $25.0M | $287K |
