Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Fidelity Investments Fidelity Total Market Index - in their Schedule of Assets, totaling $61.3M 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 | ENCORE GROUP (USA), LLC ENCORE GROUP (USA) LLC RETIREMENT SAVINGS PLAN | SCHILLER PARK IL | 10,531 | $453.2M | $14.2M |
| 2 | ULSE INC. ULSE AND ULRI FINANCIAL SECURITY PLAN | EVANSTON IL | 409 | $63.5M | $7.6M |
| 3 | UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN |
LOUISVILLE KY |
| 421 |
| $111.3M |
| $7.0M |
| 4 | INTERMATIC INCORPORATED INTERMATIC CASH ACCUMULATION PLAN | LIBERTYVILLE IL | 146 | $43.5M | $5.3M |
| 5 | SAVATREE, LLC SAVATREE, LLC | BEDFORD HILLS NY | 2,877 | $81.5M | $4.7M |
| 6 | FIRST SOLAR, INC. FIRST SOLAR, INC. 401(K) PLAN | PERRYSBURG OH | 3,960 | $361.5M | $4.2M |
| 7 | BANDINI ENTERPRISES, INC. BEI ENGINEERS 401(K) PLAN | HOUSTON TX | 108 | $16.9M | $3.5M |
| 8 | UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN | LOUISVILLE KY | 3,232 | $161.0M | $2.6M |
| 9 | METRON AVIATION, INC. METRON AVIATION, INC. 401(K) PROFIT SHARING PLAN | ASHBURN VA | 56 | $32.9M | $2.6M |
| 10 | JERRY SEINER CHEVROLET, INC. JERRY SEINER DEALERSHIPS 401(K) PLAN | SALT LAKE CITY UT | 741 | $29.8M | $1.4M |
