Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Fidelity Extended Mkt Index Fund in their Schedule of Assets, totaling $3.8M 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 | GREATER NEW YORK MUTUAL INSURANCE CO. GREATER NEW YORK MUTUAL INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN | NEW YORK NY | 437 | $86.6M | $2.0M |
| 2 | WESTWOOD HOLDINGS GROUP, INC. SAVINGS PLAN WESTWOOD HOLDINGS GROUP, INC. SAVINGS PLAN | DALLAS TX | 151 | $51.6M | $1.7M |
| 3 | ORLANS P.C. |
TROY MI |
| 252 |
| $13.7M |
| $71K |
