Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity Inter Index Fund Mutual fund ‐ in their Schedule of Assets, totaling $11.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JACKSONS FOOD STORES, INC. THE JACKSON COMPANIES 401(K) PROFIT SHARING PLAN | MERIDIAN ID | 4,284 | $50.7M | $5.5M |
| 2 | FRONTIER INC. FRONTIER INC. RETIREMENT PLAN | NEW RICHMOND WI | 0 | $0 | $2.0M |
| 3 | DOCUMATION, INC. DOCUMATION 401(K) RETIREMENT PLAN |
SAN ANTONIO TX |
| 182 |
| $11.4M |
| $1.7M |
| 4 | RICE SERVICES, INC. RICE SERVICES, INC. 401(K) PLAN | CORONA CA | 656 | $4.4M | $771K |
| 5 | ZENNIFY, INC. ZENNIFY 401(K) PLAN | MERIDIAN ID | 63 | $7.5M | $532K |
| 6 | GREATER BOSTON LEGAL SERVICES, INC. GREATER BOSTON LEGAL SERVICES PENSION PLAN | BOSTON MA | 184 | $30.5M | $247K |
| 7 | R.K. MILES, INC. R.K. MILES, INC. RETIREMENT PLAN | MANCHESTER CENTER VT | 256 | $27.2M | $177K |
| 8 | DEVCO MANAGEMENT COMPANY, LLC DEVCO RESIDENTIAL GROUP 401(K) PLAN | BELLEVUE WA | 374 | $12.9M | $116K |
| 9 | BFG SUPPLY CO., LLC BURTON FLOWER & GARDEN, INC. 401(K) PROFIT SHARING PLAN | BURTON OH | 659 | $41.0M | $67K |
| 10 | VICARIOUS SURGICAL INC. VICARIOUS SURGICAL INC. 401(K) PLAN | WALTHAM MA | 125 | $11.3M | $61K |
