Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Extended Market Index Premium Fund in their Schedule of Assets, totaling $10.5M 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 | AMERICAN UNIVERSITY AMERICAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 5,612 | $1.4B | $8.1M |
| 2 | MUFG FUND SERVICES (USA) LLC MUFG FUND SERVICES (USA) LLC 401(K) PLAN | NEW YORK NY | 558 | $59.0M | $2.3M |
| 3 | TACONIC BUILDERS, INC. TACONIC BUILDERS 401(K) PLAN |
MAMARONECK NY |
| 125 |
| $11.5M |
| $80K |