Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding 12 FIDELITY* FID FDM IDX 2040 IPR in their Schedule of Assets, totaling $3.4M 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 | WILLMENG CONSTRUCTION, INC. WILLMENG CONSTRUCTION, INC. 401(K) PLAN | PHOENIX AZ | 380 | $25.0M | $3.4M |
