Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Total Market Index Fund Interest in registered investment companies xx in their Schedule of Assets, totaling $15.0M 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 | AMERICAN PUBLIC EDUCATION INC. AMERICAN PUBLIC EDUCATION RETIREMENT PLAN | CHARLES TOWN WV | 5,899 | $303.2M | $9.5M |
| 2 | EXCELLA, INC. EXCELLA, INC. 401(K) PLAN | ARLINGTON VA | 330 | $47.3M | $5.5M |
| 3 | HOMECENTRIS HEALTHCARE, LLC HOMECENTRIS HEALTHCARE, LLC 401(K) PROFIT SHARING PLAN AND TRUST |
OWINGS MILLS MD |
| 1,036 |
| $3.2M |
| $42K |
