Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Fidelity Investments Fid Total Mkt Idx in their Schedule of Assets, totaling $105.2M 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 | EXACT SCIENCES CORPORATION EXACT SCIENCES CORPORATION 401(K) PLAN | MADISON WI | 6,706 | $748.8M | $73.5M |
| 2 | SARGENT & LUNDY SARGENT & LUNDY SAVINGS INVESTMENT PLAN | CHICAGO IL | 3,311 | $1.2B | $11.4M |
| 3 | CIRCLE INTERNET FINANCIAL, LLC CIRCLE 401(K) PLAN |
BOSTON MA |
| 674 |
| $71.3M |
| $5.3M |
| 4 | NEW ENGLAND DONOR SERVICES, INC. RETIREMENT PLAN FOR EMPLOYEES OF NEW ENGLAND DONOR SERVICES, INC. | WALTHAM MA | 342 | $55.6M | $4.5M |
| 5 | OERLIKON USA HOLDING, INC. OERLIKON USA 401(K) PLAN | WESTBURY NY | 1,240 | $219.7M | $3.3M |
| 6 | 1-800 CONTACTS, INC. 1-800 CONTACTS, INC. RETIREMENT AND SAVINGS PLAN | DRAPER UT | 1,420 | $73.0M | $1.2M |
| 7 | UMC GROUP (USA) UMC 401(K) PLAN | SUNNYVALE CA | 73 | $43.7M | $1.1M |
| 8 | CASH FLOW MANAGEMENT, LLC DBA KINECTIVE KINECTIVE 401K PLAN | GILBERT AZ | 300 | $25.3M | $1.1M |
| 9 | MASTER METER, INC. MASTER METER, INC. 401(K) SAVINGS & INVESTMENT PLAN | MANSFIELD TX | 169 | $23.4M | $876K |
| 10 | PROGRESS RESIDENTIAL PROGRESS RESIDENTIAL 401(K) PLAN | SCOTTSDALE AZ | 2,222 | $61.4M | $800K |
