Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Total Mkt Index Mutual Fund in their Schedule of Assets, totaling $8.0M 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 | HR BENEFITS INC 401(K) TECH COLLECTIVE PLAN | ISSAQUAH WA | 2,360 | $88.8M | $4.9M |
| 2 | CROSSROADS FORD, INC. CROSSROADS FORD, INC. 401(K) PLAN | WAKE FOREST NC | 1,669 | $40.9M | $1.9M |
| 3 | BLACK & MCDONALD, INC. BLACK & MCDONALD, INC. 401(K) PLAN |
KANSAS CITY MO |
| 366 |
| $15.5M |
| $1.2M |