Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 44 U.S. retirement plans report holding FIAM TARGET DATE LONG TERM TREASURY in their Schedule of Assets, totaling $373.9M 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 | $96.9M |
| 2 | 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 | $28.3M |
| 3 | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. |
BOSTON MA |
| 4,420 |
| $1.2B |
| $23.1M |
| 4 | MANTECH INTERNATIONAL CORPORATION MANTECH INTERNATIONAL 401(K) PLAN | HERNDON VA | 8,433 | $1.7B | $21.8M |
| 5 | CITIZENS FINANCIAL GROUP, INC. CFG RETIREMENT SAVINGS PLAN | JOHNSTON RI | 17,701 | $3.2B | $20.8M |
| 6 | BERTELSMANN, INC. BERTELSMANN 401(K) SAVINGS PLAN | NEW YORK NY | 9,217 | $2.0B | $19.0M |
| 7 | SCHAEFFLER GROUP USA INC. SCHAEFFLER GROUP USA SAVINGS RETIREMENT PLAN | FORT MILL SC | 5,149 | $800.1M | $17.6M |
| 8 | ROLLS ROYCE CORPORATION ROLLS ROYCE NORTH AMERICA 401K SAVINGS PLAN MASTER TRUST | RESTON VA | — | $1.9B | $15.1M |
| 9 | BIOMERIEUX, INC. BIOMERIEUX, INC. EMPLOYEE SAVINGS PLAN | DURHAM NC | 6,473 | $1.1B | $14.2M |
| 10 | KYNDRYL, INC. KYNDRYL 401K PLAN | NEW YORK NY | 5,741 | $764.4M | $12.8M |
