Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments Fidelity Extd Mkt Idx in their Schedule of Assets, totaling $25.5M 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 | HARVARD MED. FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MED. CTR. INC HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. RETIREMENT PLAN | BOSTON MA | 2,182 | $1.3B | $20.8M |
| 2 | CHICAGO BASEBALL HOLDINGS, LLC CHICAGO CUBS ASSOCIATES RETIREMENT PLAN | CHICAGO IL | 641 | $117.6M | $4.3M |
| 3 | PINOVA INC. |
BRUNSWICK GA |
| 52 |
| $16.1M |
| $367K |
| 4 | DMAX, LTD. DMAX 401(K) SAVINGS PLAN | DAYTON OH | 985 | $113.5M | $23K |
