Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Extended Market Index Premium in their Schedule of Assets, totaling $17.9M 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 | TRINITY HEALTH TRINIPLUS RETIREMENT PLAN | MINOT ND | 2,366 | $407.3M | $7.2M |
| 2 | CURIUM US LLC CURIUM US LLC 401(K) PLAN | ST. LOUIS MO | 541 | $85.1M | $5.6M |
| 3 | DIALOGDIRECT, INC. QUALFON/DIALOG DIRECT 401K PLAN | HIGHLAND PARK MI |
| 3,089 |
| $55.7M |
| $1.8M |
| 4 | SL GREEN REALTY CORP SL GREEN REALTY CORP 401(K) PLAN | NEW YORK NY | 519 | $107.1M | $1.4M |
| 5 | BELL AND HOWELL, LLC BELL AND HOWELL 401(K) SAVINGS PLAN | DURHAM NC | 740 | $144.6M | $1.4M |
| 6 | KURZ TRANSFER PRODUCTS, LP KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT | HUNTERSVILLE NC | 352 | $30.0M | $494K |
