Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Investments: Total Market Index in their Schedule of Assets, totaling $141.9M 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 | BOARD OF TRUSTEES, CONTRA COSTA COUNTY ELECTRICAL CONTRA COSTA COUNTY ELECTRICAL WORKERS RETIREMENT PLAN & TRUST | MARTINEZ CA | 1,247 | $471.6M | $113.8M |
| 2 | WACKER NEUSON AMERICA CORPORATION WACKER NEUSON AMERICA CORPORATION 401K RETIREMENT PLAN | MENOMONEE FALLS WI | 277 | $85.2M | $10.0M |
| 3 | SMARSH, INC. |
PORTLAND OR |
| 576 |
| $90.1M |
| $7.1M |
| 4 | TELEVISION WISCONSIN, INC. MORGAN MURPHY MEDIA SAVINGS & PROFIT SHARING PLAN | MADISON WI | 533 | $61.8M | $4.4M |
| 5 | ACHE AMERICAN COLLEGE OF HEALTHCARE EXECUTIVES SMART 401(K) PLAN | CHICAGO IL | 97 | $36.0M | $2.6M |
| 6 | WACKER NEUSON AMERICA CORPORATION WACKER NEUSON AMERICA CORPORATION BARGAINING UNIT 401(K) PLAN | MENOMONEE FALLS WI | 220 | $25.7M | $2.3M |
| 7 | PETER MARINO ARCHITECT, PLLC 401(K) SAVINGS PLAN FOR PETER MARINO ARCHITECT, PLLC | NEW YORK NY | 185 | $41.8M | $992K |
| 8 | STANDARD LABORATORIES, INC. EMPLOYEES' SAVINGS PLAN OF STANDARD LABORATORIES, INC. | SCOTT DEPOT WV | 351 | $13.0M | $683K |
| 9 | UNIFY FINANCIAL FEDERAL CREDIT UNION UNIFY FINANCIAL FEDERAL CREDIT UNION 401(K) PLAN | ALLEN TX | 469 | $66.5M | $56K |
