Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Fidelity Investments Fid Extd Mkt Idx in their Schedule of Assets, totaling $15.4M 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 | PRINCETON MEDICAL GROUP, P.A. PRINCETON MEDICAL GROUP, P.A. EMPLOYEES' PROFIT SHARING AND SALARY REDUCTION PLAN | PRINCETON NJ | 218 | $56.9M | $4.3M |
| 2 | ATLANTIC AVIATION FBO INC. ATLANTIC AVIATION FBO INC. 401(K) PLAN | PLANO TX | 2,858 | $109.9M | $3.3M |
| 3 | CHARLES RIVER ANALYTICS INC. |
CAMBRIDGE MA |
| 145 |
| $70.3M |
| $1.5M |
| 4 | ST ENGINEERING IDIRECT, INC. ST ENGINEERING IDIRECT 401(K) PLAN | HERNDON VA | 473 | $161.6M | $1.4M |
| 5 | UMC GROUP (USA) UMC 401(K) PLAN | SUNNYVALE CA | 73 | $43.7M | $909K |
| 6 | INDEPENDENT PURCHASING COOPERATIVE, INC. INDEPENDENT PURCHASING COOPERATIVE, INC. 401(K) PLAN AND TRUST | MIAMI FL | 148 | $60.8M | $899K |
| 7 | PANORAMA EYE CARE, LLC PANORAMA EYE CARE 401(K) AND PROFIT SHARING PLAN | FORT COLLINS CO | 436 | $47.5M | $849K |
| 8 | GRAND CIRCLE LLC GRAND CIRCLE LLC 401(K) PLAN | BOSTON MA | 541 | $74.1M | $551K |
| 9 | SUMMIT INTERCONNECT, INC. SUMMIT 401(K) PLAN | ANAHEIM CA | 1,049 | $23.7M | $401K |
| 10 | NEW ENGLAND DONOR SERVICES, INC. RETIREMENT PLAN FOR EMPLOYEES OF NEW ENGLAND DONOR SERVICES, INC. | WALTHAM MA | 342 | $55.6M | $232K |
