Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Total Market Index Fd Mutual fund in their Schedule of Assets, totaling $4.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PHE, INC. PHE, INC. EMPLOYEES 401(K) AND PROFIT SHARING PLAN AND TRUST | HILLSBOROUGH NC | 228 | $39.4M | $2.8M |
| 2 | AMERICAN KENNEL CLUB THE AMERICAN KENNEL CLUB 401(K) TAX DEFERRED SAVINGS PLAN | NEW YORK NY | 513 | $73.2M | $1.5M |
| 3 | WALLCOR INC. WALLCOR 401(K) PLAN |
GILBERT AZ |
| 1,119 |
| $14.5M |
| $191K |
| 4 | EXACTERA LLC EXACTERA RETIREMENT SAVINGS PLAN | TARRYTOWN NY | 88 | $3.9M | $176K |
| 5 | JACKSON THERAPY PARTNERS LLC JACKSON PARTNERS 401(K) PLAN | MAITLAND FL | 2,906 | $8.5M | $130K |
| 6 | SEARS CONTRACT, INC. SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN | RALEIGH NC | 163 | $9.3M | $105K |