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 Mutual Fund - in their Schedule of Assets, totaling $20.2M 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 | UNITED WHOLESALE MORTGAGE, LLC UNITED WHOLESALE MORTGAGE, LLC PROFIT SHARING PLAN AND TRUST | PONTIAC MI | 9,098 | $195.0M | $14.0M |
| 2 | CCRM MANAGEMENT COMPANY, LLC CCRM FERTILITY NETWORK 401(K) PLAN | LONE TREE CO | 1,396 | $76.8M | $5.2M |
| 3 | TAVISTOCK CORPORATION TAVISTOCK 401(K) PLAN |
WINDERMERE FL |
| 667 |
| $43.0M |
| $939K |
