Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Extended Market Index Mutual Fund in their Schedule of Assets, totaling $2.6M 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 | CARDINAL FINANCIAL COMPANY, LIMITED PARTNERSHIP CARDINAL FINANCIAL COMPANY, LIMITED PARTNERSHIP 401(K) RETIREMENT PLAN | CHARLOTTE NC | 1,029 | $84.6M | $1.4M |
| 2 | CREST INDUSTRIES, LLC CREST INDUSTRIES, LLC & AFFILIATED COMPANIES PROFIT SHARING 401(K) PLAN AND TRUST | PINEVILLE LA | 1,338 | $68.2M | $1.2M |
