Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Fidelity Extended Market Index Mutual fund n/a in their Schedule of Assets, totaling $40.0M 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 | ALTERRA MOUNTAIN COMPANY ALTERRA MOUNTAIN COMPANY U.S. INC. 401(K) RETIREMENT PLAN | DENVER CO | 19,494 | $365.8M | $11.2M |
| 2 | AGGREKO, LLC AGGREKO, LLC EMPLOYEES' SAVINGS & INVESTMENT RETIREMENT PLAN | PEARLAND TX | 1,436 | $217.4M | $9.1M |
| 3 | CHG COMPANIES, INC. |
MIDVALE UT |
| 6,488 |
| $513.4M |
| $5.8M |
| 4 | MONUMENT HEALTH, INC. MONUMENT HEALTH, INC. 403(B) PLAN | RAPID CITY SD | 5,494 | $364.8M | $3.9M |
| 5 | BOAR'S HEAD PROVISIONS CO., INC. BOAR'S HEAD PROVISIONS CO., INC. 401(K) AND PROFIT SHARING PLAN | SARASOTA FL | 3,158 | $194.1M | $3.3M |
| 6 | MEDICAL MUTUAL INSURANCE COMPANY OF NORTH CAROLINA CURI 401(K) PLAN | RALEIGH NC | 246 | $48.0M | $2.0M |
| 7 | HOUSTON ENGINEERING, INC. HOUSTON ENGINEERING, INC. 401(K) PROFIT SHARING PLAN | FARGO ND | 247 | $54.8M | $1.0M |
| 8 | CAMBRIDGE MEMORIAL HOSPITAL, INC. DBA TRI VALLEY HEALTH SYSTEM TRI VALLEY HEALTH SYSTEM RETIREMENT PLAN | CAMBRIDGE NE | 187 | $13.0M | $573K |
| 9 | HYDE ENGINEERING + CONSULTING, INC. HYDE ENGINEERING + CONSULTING, INC. 401(K) PLAN | BOULDER CO | 93 | $24.7M | $537K |
| 10 | WEST MUSIC CO., INC. WEST MUSIC CO., INC. 401(K) PLAN | CORALVILLE IA | 244 | $16.7M | $473K |
