Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding FID FDM IDX 2010 IPR Registered investment company - 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EXPERIAN, INC. EXPERIAN PERSONAL INVESTMENT PLAN | COSTA MESA CA | 6,165 | $1.7B | $5.3M |
| 2 | NEXT FIFTEEN COMMUNICATIONS CORPORATION NEXT 15 COMMUNICATIONS RETIREMENT PLAN | SAN FRANCISCO CA | 1,027 | $132.8M | $1.7M |
| 3 | WILLKIE FARR & GALLAGHER LLP WILLKIE FARR & GALLAGHER LLP RETIREMENT SAVINGS PLAN |
NEW YORK NY |
| 1,735 |
| $852.7M |
| $692K |
| 4 | CORE BTS, INC. CORE BTS 401(K) RETIREMENT PLAN | INDIANAPOLIS IN | 547 | $97.8M | $136K |
| 5 | MERATIVE US L.P. MERATIVE US L.P. 401(K) RETIREMENT PLAN | UNITED STATES MI | 1,244 | $117.6M | $58K |
| 6 | TEAM ONE CONTRACT SERVICES TEAM ONE CONTRACT SERVICES 401(K) PLAN | ALPHARETTA GA | 1,017 | $7.9M | $41K |
| 7 | CODEXIS, INC. CODEXIS, INC. 401(K) PLAN | REDWOOD CITY CA | 193 | $56.1M | $11K |
| 8 | YOU NEED A BUDGET LLC YOU NEED A BUDGET LLC 401(K) PROFIT SHARING PLAN AND TRUST | LEHI UT | 151 | $18.6M | $4K |
