Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Name of Investment Description of Investment Cost Market Value FIDELITY TOTAL MARKET INDEX Mutual Fund in their Schedule of Assets, totaling $511.6M 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 | KOHLER CO. & SUBSIDIARIES KOHLER CO. 401(K) MASTER TRUST | KOHLER WI | — | $1.0B | $255.8M |
| 2 | KOHLER CO. & SUBSIDIARIES KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES | KOHLER WI | 3,604 | $781.3M | $192.2M |
| 3 | KOHLER CO. & SUBSIDIARIES KOHLER CO. 401(K) SAVINGS PLAN |
KOHLER WI |
| 4,707 |
| $263.9M |
| $63.6M |
