Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Total Market Index Fund N/R in their Schedule of Assets, totaling $3.7M 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 | DIVERSATEK, INC. DIVERSATEK, INC. SAVINGS PLAN | MILWAUKEE WI | 208 | $17.5M | $3.4M |
| 2 | PHILZ COFFEE, INC. PHILZ COFFEE 401(K) PLAN | OAKLAND CA | 1,411 | $6.6M | $347K |
| 3 | GANNON UNIVERSITY GANNON UNIVERSITY DEFINED CONTRIBUTION PLAN |
| 1,032 |
| $175.3M |
| $24K |