Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding FIAM Group Trust FIAM Index Target Date 2040 Class Y in their Schedule of Assets, totaling $9.2M 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 | NAVEX GLOBAL, INC. NAVEX GLOBAL 401(K) PLAN | LAKE OSWEGO OR | 979 | $94.8M | $9.2M |
