Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registered Investment Companies * Fidelity Investments Fidelity Total Market Index Fund in their Schedule of Assets, totaling $11.7M 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 | BARTON & LOGUIDICE, D.P.C. BARTON & LOGUIDICE, D.P.C. PROFIT SHARING & 401(K) PLAN | LIVERPOOL NY | 377 | $73.9M | $11.7M |
