Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 44 U.S. retirement plans report holding FIAM TARGET DATE 5+ YEAR INFLATION- in their Schedule of Assets, totaling $283.0M 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 | KOCH COMPANIES, LLC KOCH COMPANIES DEFINED CONTRIBUTION MASTER TRUST | WICHITA KS | — | $13.4B | $81.1M |
| 2 | MANTECH INTERNATIONAL CORPORATION MANTECH INTERNATIONAL 401(K) PLAN | HERNDON VA | 8,433 | $1.7B | $20.8M |
| 3 | RYDER SYSTEM, INC. RYDER SYSTEM, INC. 401(K) SAVINGS PLAN |
ALPHARETTA GA |
| 44,069 |
| $2.3B |
| $19.9M |
| 4 | CITIZENS FINANCIAL GROUP, INC. CFG RETIREMENT SAVINGS PLAN | JOHNSTON RI | 17,701 | $3.2B | $18.3M |
| 5 | BD OF TRUSTEES FOR ELECTRICAL WKRS LOC NO. 26 INDIVIDUAL ACCOUNT FUND BOARD OF ELECTRICAL WORKERS LOCAL #26 I.A. INDIVIDUAL ACCOUNT PLAN | LANHAM MD | 12,273 | $1.3B | $15.4M |
| 6 | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. EMPLOYEE SAVINGS PLAN | BOSTON MA | 4,420 | $1.2B | $14.9M |
| 7 | KYNDRYL, INC. KYNDRYL 401K PLAN | NEW YORK NY | 5,741 | $764.4M | $14.5M |
| 8 | ROLLS ROYCE CORPORATION ROLLS ROYCE NORTH AMERICA 401K SAVINGS PLAN MASTER TRUST | RESTON VA | — | $1.9B | $13.1M |
| 9 | BERTELSMANN, INC. BERTELSMANN 401(K) SAVINGS PLAN | NEW YORK NY | 9,217 | $2.0B | $10.6M |
| 10 | SMITHS GROUP SERVICES CORPORATION SMITHS GROUP INCENTIVE SAVINGS PLAN | WASHINGTON DC | 6,215 | $1.0B | $9.9M |
