Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Investments Extended Market Index Fund n/a in their Schedule of Assets, totaling $18.7M 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 | COHERENT CORP. COHERENT CORP. 401(K) PROFIT SHARING PLAN | SAXONBURG PA | 4,242 | $1.2B | $16.1M |
| 2 | EAGLEBANK EAGLEBANK 401(K) PLAN | SILVER SPRING MD | 452 | $66.0M | $2.2M |
| 3 | OPUS PACKAGING GROUP, INC. OPUS PACKAGING GROUP, INC. 401(K) PROFIT SHARING PLAN |
CALEDONIA MI |
| 637 |
| $29.5M |
| $223K |
| 4 | JRMB II, INC. JRMB II, INC. 401(K) PLAN | LAWTON OK | 963 | $30.3M | $95K |
| 5 | BADGER VALLEY INVESTMENTS, LLC SETH WADLEY AUTO GROUP 401(K) PLAN | PAULS VALLEY OK | 303 | $4.0M | $79K |
