Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Extended Market Index Fund Mutual Fund NR in their Schedule of Assets, totaling $14.6M 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 | BLOOMBERG INDUSTRY GROUP, INC. BLOOMBERG INDUSTRY GROUP, INC. 401(K) PLAN | ARLINGTON VA | 1,267 | $447.0M | $9.6M |
| 2 | MESO SCALE DIAGNOSTICS, LLC MESO SCALE DIAGNOSTICS 401(K) PLAN | ROCKVILLE MD | 1,044 | $148.5M | $2.6M |
| 3 | GROUP W INC. GROUP W INC. 401(K) PLAN |
VIENNA VA |
| 146 |
| $51.6M |
| $1.3M |
| 4 | P5 STRATEGIES, LLC P5 STRATEGIES, LLC 401(K) PROFIT SHARING PLAN | ARLINGTON VA | 137 | $18.9M | $553K |
| 5 | BIOQUAL, INC. BIOQUAL, INC. 401(K) PLAN | ROCKVILLE MD | 235 | $19.5M | $268K |
| 6 | SUMO GROUP, INC. SUMO GROUP, INC. 401(K) PLAN | AUSTIN TX | 82 | $5.0M | $120K |
| 7 | PATRICIO ENTERPRISES, INC. PATRICIO ENTERPRISES, INC. 401(K) PLAN | STAFFORD VA | 217 | $26.4M | $95K |
| 8 | PRINCIPAL MANUFACTURING PRINCIPAL MANUFACTURING CORP. 401(K) PROFIT SHARING PLAN | BROADVIEW IL | 215 | $8.9M | $49K |
