Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Management Trust Company ◄Total Market Index Fund in their Schedule of Assets, totaling $13.0M 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 | EPIPHANY BUSINESS SERVICES, LLC EPIPHANY BUSINESS SERVICES, LLC PROFIT SHARING PLAN AND TRUST | AUSTIN TX | 1,220 | $37.7M | $5.5M |
| 2 | ROCKFORD CORPORATION ROCKFORD CORPORATION 401(K) RETIREMENT SAVINGS PLAN | TEMPE AZ | 108 | $21.9M | $2.1M |
| 3 | GREATER FAMILY HEALTH |
ELGIN IL |
| 407 |
| $17.6M |
| $1.7M |
| 4 | JRACK HOLDINGS INC. JRACK HOLDINGS, INC. PROFIT SHARING PLAN | FRANKLIN PARK IL | 356 | $95.7M | $1.6M |
| 5 | CONCURRENCY, INC. CONCURRENCY, INC. 401(K) PLAN | BROOKFIELD WI | 71 | $11.4M | $990K |
| 6 | FORMAN MILLS FORMAN MILLS, 401(K) RETIREMENT PLAN | PENNSAUKEN NJ | 2,205 | $6.9M | $331K |
| 7 | CENTRAL TRANSPORT, LLC CENTRAL EMPLOYEES SAVINGS PLAN | WARREN MI | 6,655 | $94.4M | $272K |
| 8 | ACCOUNTING RESEARCH & ANALYTICS, LLC (DBA CFRA RESEARCH) CFRA RESEARCH RETIREMENT PLAN | CHARLOTTESVILLE VA | 130 | $18.0M | $223K |
| 9 | UNIVERSAL LOGISTICS HOLDING, INC. UNIVERSAL LOGISTICS HOLDINGS, INC. 401K PLAN | WARREN MI | 3,565 | $57.8M | $118K |
| 10 | CREATIVE WERKS LLC CREATIVE WERKS LLC RETIREMENT PLAN | ELK GROVE VILLAGE IL | 326 | $14.5M | $105K |
