Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding FIAM Cr Pl Comm Pl Class I CIT in their Schedule of Assets, totaling $7.9M 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 | LPC SERVICES, INC. THE LINCOLN PROPERTY COMPANY 401(K) RETIREMENT AND SAVINGS PLAN | DALLAS TX | 3,597 | $288.5M | $5.5M |
| 2 | MICHIGAN STATE UNIVERSITY FEDERAL CREDIT UNION MICHIGAN STATE UNIVERSITY FEDERAL CREDIT UNION | EAST LANSING MI | 1,444 | $177.2M | $1.5M |
| 3 | WINDQUEST GROUP, INC. |
GRAND RAPIDS MI |
| 1,018 |
| $78.7M |
| $755K |
| 4 | UNITED DAIRYMEN OF ARIZONA UDA 401(K) PLAN | TEMPE AZ | 290 | $49.2M | $56K |
| 5 | PROCESS EQUIPMENT, INC. PROCESSBARRON 401(K) PLAN | PELHAM AL | 393 | $20.5M | $40K |