Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Fidelity Extended Mkt Index in their Schedule of Assets, totaling $4.8M 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 | STRADLEY, RONON, STEVENS & YOUNG, LLP STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I | PHILADELPHIA PA | 271 | $188.2M | $4.0M |
| 2 | STRADLEY, RONON, STEVENS & YOUNG, LLP STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN II | PHILADELPHIA PA | 153 | $31.6M | $643K |
| 3 | STRADLEY, RONON, STEVENS & YOUNG, LLP |
PHILADELPHIA PA |
| 137 |
| $17.3M |
| $155K |
