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 Registered investment companies - in their Schedule of Assets, totaling $597K 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 | SERA ARCHITECTS, INC. SERA ARCHITECTS, INC. PROFIT SHARING PLAN | PORTLAND OR | 73 | $17.0M | $451K |
| 2 | WILDWOOD PROGRAMS WILDWOOD PROGRAMS, INC. TAX DEFERRED ANNUITY PROGRAM | LATHAM NY | 1,195 | $44.9M | $89K |
| 3 | MARCH OF DIMES INC. MARCH OF DIMES, INC. 401(A) PLAN |
ARLINGTON VA |
| 137 |
| $8.8M |
| $57K |
