Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Inter Index Fund in their Schedule of Assets, totaling $4.9M 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 | PROACTIVE MD MANAGEMENT SERVICES, LLC PROACTIVE MD MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN AND TRUST | SIMPSONVILLE SC | 435 | $8.6M | $1.2M |
| 2 | CADDIS CAPITAL MANAGEMENT, INC. CADDIS CAPITAL MANAGEMENT 401(K) PLAN | DRAPER UT | 322 | $6.4M | $810K |
| 3 | DIPLOMA HOLDINGS, INC |
CLEARWATER FL |
| 582 |
| $33.5M |
| $799K |
| 4 | BILL WHITTERS CONSTRUCTION, INC. BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN | SOLON IA | 153 | $6.2M | $775K |
| 5 | GARDNER WHITE FURNITURE COMPANY, INC. GARDNER WHITE FURNITURE COMPANY, INC. 401(K) PLAN | AUBURN HILLS MI | 862 | $21.5M | $720K |
| 6 | COS BAR USA, INC. COS BAR USA, INC. 401(K) PLAN | SANFORD NC | 104 | $3.1M | $334K |
| 7 | MARKLUND MARKLUND EMPLOYEE RETIREMENT SAVINGS PLAN | GENEVA IL | 566 | $18.3M | $117K |
| 8 | HISTORIC TOURS OF AMERICA, INC H.T.A. CAST RETIREMENT PLAN | ST. AUGUSTINE FL | 853 | $19.0M | $65K |
| 9 | RESTAURANT MANAGEMENT, INC. RESTAURANT MANAGEMENT, INC. EMPLOYEES' PROFIT SHARING PLAN | CINCINNATI OH | 502 | $5.0M | $41K |
| 10 | ROCKCASTLE HOSPITAL AND SUBSIDIARIES, INC. ROCKCASTLE HOSPITAL AND SUBSIDIARIES RETIREMENT PLAN | MT. VERNON KY | 592 | $35.5M | $23K |
