Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Extended Mkt Index FD Mutual Fund in their Schedule of Assets, totaling $30.5M 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 | ROYAL CARIBBEAN CRUISES LTD. ROYAL CARIBBEAN CRUISES LTD. RET. SAVINGS PLAN | MIAMI FL | 4,275 | $787.2M | $25.5M |
| 2 | YOKOGAWA USA, INC. YOKOGAWA USA, INC. WEALTH BUILDER | NEWNAN GA | 731 | $190.9M | $3.5M |
| 3 | BRUBACHER EXCAVATING, INC. BRUBACHER EXCAVATING, INC. 401(K) PROFIT SHARING PLAN |
BOWMANSVILLE PA |
| 285 |
| $22.1M |
| $1.4M |
| 4 | THE NORTHUMBERLAND NATIONAL BANK THE NORTHUMBERLAND NATIONAL BANK 401(K) PLAN | NORTHUMBERLAND PA | 102 | $8.8M | $112K |
