Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Investments Fidelity Extended Mkt Idx Fd in their Schedule of Assets, totaling $10.2M 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 | WORLD WILDLIFE FUND, INC. WORLD WILDLIFE FUND, INC. TAX DEFERRED PENSION PLAN | WASHINGTON DC DC | 748 | $232.6M | $8.9M |
| 2 | TIMES SQUARE DISTRICT MANAGEMENT ASSOCIATION, INC. TIMES SQUARE DISTRICT MANAGEMENT ASSOCIATION, INC. RETIREMENT PLAN | NEW YORK NY | 135 | $12.2M | $465K |
| 3 | KING'S RIDGE CHRISTIAN SCHOOL |
ALPHARETTA GA |
| 172 |
| $10.7M |
| $370K |
| 4 | ATHENIX SOLUTIONS GROUP, LLC ATHENIX SOLUTIONS GROUP, LLC 401(K) PLAN | FULTON MD | 216 | $22.8M | $212K |
| 5 | RUBY TUESDAY OPERATIONS LLC RUBY TUESDAY SALARY DEFERRAL PLAN | MARYVILLE TN | 3,570 | $23.6M | $189K |
| 6 | ILLINOIS CENTRAL SCHOOL BUS, LLC ILLINOIS CENTRAL COMPANIES 401(K) AND PROFIT SHARING PLAN | JOLIET IL | 3,236 | $10.8M | $43K |
| 7 | SHOALS TECHNOLOGIES GROUP, LLC SHOALS TECHNOLOGIES GROUP 401(K) PROFIT SHARING PLAN | PORTLAND TN | 960 | $5.8M | $38K |
| 8 | ARCADIA FARMS, LLC DBA ARCADIA BEVERAGE ARCADIA BEVERAGE 401(K) PLAN | ARDEN NC | 103 | $2.7M | $14K |
