Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fiam Core Plus Commingled Pool Class I in their Schedule of Assets, totaling $32.5M 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 | WAND NEWCO 3, INC. CALIBER HOLDINGS LLC RETIREMENT SAVINGS PLAN | LEWISVILLE TX | 31,299 | $862.3M | $14.7M |
| 2 | MOMENTIVE PERFORMANCE MATERIALS INC. MOMENTIVE PERFORMANCE MATERIALS SAVINGS PLAN | NISKAYUNA NY | 1,496 | $498.0M | $11.0M |
| 3 | BARON & BUDD, A PROFESSIONAL CORPORATION |
DALLAS TX |
| 183 |
| $55.2M |
| $2.6M |
| 4 | DEBORAH HEART & LUNG CENTER DEBORAH HEART AND LUNG CENTER 401(K) PLAN | BROWNS MILLS NJ | 1,157 | $143.1M | $1.7M |
| 5 | AMCOR FLEXIBLES NORTH AMERICA, INC. AMCOR 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES | OSHKOSH WI | 2,130 | $133.0M | $1.3M |
| 6 | RQI PARTNERS LLC RQI PARTNERS RETIREMENT AND INVESTMENT PLAN | WAPPINGERS FALLS NY | 224 | $17.4M | $596K |
| 7 | PO LIGHTING USA, INC. PO LIGHTING USA 401(K) PLAN | TROY MI | 52 | $17.6M | $409K |
| 8 | AUTISM SOCIETY OF NORTH CAROLINA, INC. AUTISM SOCIETY OF NORTH CAROLINA 401(K) PROFIT SHARING PLAN | RALEIGH NC | 735 | $8.8M | $98K |