Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Fidelity Extended Market Index Fund* Mutual Funds in their Schedule of Assets, totaling $72.4M 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 | GRAND TRUNK CORPORATION CANADIAN NATIONAL RAILWAY COMPANY SAVINGS PLAN FOR U.S. OPERATIONS | HOMEWOOD IL | 7,289 | $767.4M | $35.6M |
| 2 | FLORIDA MEDICAL CLINIC, LLC FLORIDA MEDICAL CLINIC, LLC 401(K) PLAN AND TRUST | ZEPHYRHILLS FL | 1,796 | $228.7M | $8.3M |
| 3 | EQUINITI TRUST COMPANY |
NEW YORK NY |
| 977 |
| $126.9M |
| $6.8M |
| 4 | PREMIER HEALTH PARTNERS EMPLOYEE RETIREMENT SAVINGS PLAN - PREMIER HEALTH PARTNERS | DAYTON OH | 13,042 | $570.8M | $6.6M |
| 5 | SAILPOINT TECHNOLOGIES, INC. SAILPOINT TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN AND TRUST | AUSTIN TX | 1,592 | $195.1M | $3.4M |
| 6 | TREDEGAR CORPORATION TREDEGAR CORPORATION RETIREMENT SAVINGS PLAN | RICHMOND VA | 1,444 | $137.3M | $3.1M |
| 7 | SOUTHERN NEW HAMPSHIRE UNIVERSITY SOUTHERN NEW HAMPSHIRE UNIVERSITY 401K | MANCHESTER NH | 15,883 | $285.0M | $1.4M |
| 8 | PARATEK PHARMACEUTICALS, INC. PARATEK PHARMACEUTICALS, INC. PROFIT SHARING 401(K) PLAN | BOSTON MA | 322 | $47.9M | $1.3M |
| 9 | BAKER & TAYLOR, LLC BAKER & TAYLOR RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 1,092 | $73.1M | $1.3M |
| 10 | EQUINITI TRUST COMPANY EQUINITI 401(K) PLAN | NEW YORK NY | 1,183 | $85.5M | $1.2M |
