Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fidelity Investments Fidelity Extended Market Index N/R in their Schedule of Assets, totaling $86.9M 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 | HENKEL OF AMERICA, INC. HENKEL 401(K) AND DEFINED CONTRIBUTION PLAN | STAMFORD CT | 6,972 | $2.4B | $39.9M |
| 2 | AMENTUM SERVICES, INC. AMENTUM 401(K) RETIREMENT PLAN | CHANTILLY VA | 30,412 | $2.5B | $39.8M |
| 3 | AMERICAN DENTAL ASSOCIATION AMERICAN DENTAL ASSOCIATION EMPLOYEES' SAVINGS AND THRIFT PLAN |
CHICAGO IL |
| 437 |
| $127.0M |
| $2.4M |
| 4 | SCHWAB-VOLLHABER-LUBRATT, INC. SCHWAB-VOLLHABER-LUBRATT, INC. EMPLOYEES' PROFIT SHARING PLAN | ROSEVILLE MN | 126 | $64.8M | $1.1M |
| 5 | TT GROUP INDUSTRIES, INC. TT ELECTRONICS 401(K) RETIREMENT PLAN | PLANO TX | 797 | $67.2M | $1.0M |
| 6 | HERITAGE CAPITAL CORPORATION HERITAGE CAPITAL CORPORATION 401(K) PLAN | DALLAS TX | 783 | $56.1M | $904K |
| 7 | CENTERLINE COMMUNICATIONS LLC CENTERLINE COMMUNICATIONS LLC 401(K) PROFIT SHARING PLAN AND TRUST | WEST BRIDGEWATER MA | 1,121 | $59.8M | $464K |
| 8 | PISTON AUTOMOTIVE, LLC PISTON GROUP 401(K) PLAN | REDFORD MI | 1,214 | $42.1M | $400K |
| 9 | HENKEL OF AMERICA, INC. THE DIAL CORP 401(K) PLAN FOR HOURLY EMPLOYEES | STAMFORD CT | 51 | $12.9M | $375K |
| 10 | REEL FX, INC. REEL FX 401(K) AND PROFIT SHARING PLAN | DALLAS TX | 61 | $21.6M | $227K |
