Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Fidelity Extended Market Index Fund N/A in their Schedule of Assets, totaling $147.8M 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 | ST. LUKE'S HEALTH SYSTEM, LTD. ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN | BOISE ID | 18,671 | $1.1B | $92.7M |
| 2 | ST. LUKE'S HEALTH SYSTEM, LTD. ST. LUKE'S HEALTH SYSTEM PERFORMANCE INCENTIVE AND 401(A) MATCHING PLAN | BOISE ID | 18,672 | $769.9M | $40.0M |
| 3 | CARMEUSE LIME, INC. |
PITTSBURGH PA |
| 945 |
| $197.9M |
| $11.6M |
| 4 | CARMEUSE LIME, INC. CARMEUSE LIME, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES | PITTSBURGH PA | 774 | $80.4M | $2.3M |
| 5 | KOPPERS INC. EMPLOYEE SAVINGS PLAN OF KOPPERS INC AND SUBSIDIARIES | PITTSBURGH PA | 1,248 | $218.9M | $913K |
| 6 | UNIVERSITY PHYSICIAN GROUP UNIVERSITY PHYSICIAN GROUP 401(A) RETIREMENT PLAN | DETROIT MI | 298 | $55.1M | $163K |
| 7 | CARMEUSE LIME, INC. CARMEUSE LIME, INC. 401(K) SAVINGS PLAN | PITTSBURGH PA | 69 | $9.3M | $139K |
| 8 | KOPPERS INC. KOPPERS INC. SAVINGS PLAN FOR UNION HOURLY EMPLOYEES | PITTSBURGH PA | 465 | $39.1M | $127K |
| 9 | BENIHANA NATIONAL CORP. BENIHANA RESTAURANT EMPLOYEES 401(K) PLAN | AVENTURA FL | 769 | $1.7M | $3K |
