Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 54 U.S. retirement plans report holding Fidelity** Fidelity Total Market Index in their Schedule of Assets, totaling $893.9M 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 | MEMORIAL HERMANN HEALTH SYSTEM MEMORIAL HERMANN HEALTH SYSTEM EMPLOYEES' RETIREMENT SAVINGS PLAN | HOUSTON TX | 32,735 | $3.3B | $477.5M |
| 2 | AUTOZONE, INC. AUTOZONE, INC. 401(K) PLAN | MEMPHIS TN | 99,222 | $1.1B | $116.1M |
| 3 | COLONY BRANDS, INC. COLONY BRANDS, INC. RETIREMENT SAVINGS PLAN |
MONROE WI |
| 1,910 |
| $186.0M |
| $55.0M |
| 4 | OPEN SOCIETY INSTITUTE OPEN SOCIETY INSTITUTE RETIREMENT PLAN | NEW YORK NY | 278 | $230.0M | $49.8M |
| 5 | MEMORIAL HERMANN HEALTH SYSTEM MEMORIAL HERMANN HEALTH SYSTEM 401(K) RETIREMENT SAVINGS PLAN AND TRUST | HOUSTON TX | 2,483 | $105.6M | $31.3M |
| 6 | B. D. HOLT COMPANY HOLT COMPANIES RETIREMENT PLAN | SAN ANTONIO TX | 4,849 | $505.0M | $22.7M |
| 7 | MORGAN & MORGAN P A MORGAN & MORGAN P A 401(K) PROFIT SHARING PLAN AND TRUST | ORLANDO FL | 4,754 | $192.7M | $14.8M |
| 8 | W. W. NORTON & COMPANY, INC. W. W. NORTON & COMPANY, INC. PROFIT SHARING & 401(K) PLAN | NEW YORK NY | 684 | $187.1M | $12.8M |
| 9 | NEW CHARTER TECHNOLOGIES, INC. NEW CHARTER TECHNOLOGIES 401(K) PLAN | DENVER CO | 898 | $55.8M | $10.4M |
| 10 | VECTOR NORTH AMERICA, INC. VECTOR NORTH AMERICA, INC. 401(K) PLAN | NOVI MI | 156 | $60.6M | $8.7M |
