Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 60 U.S. retirement plans report holding Fid Fdm Idx 2015 Ipr Mutual fund - in their Schedule of Assets, totaling $34.4M 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 | NOBLIS, INC. NOBLIS, INC. TAX SHELTERED ANNUITY PLAN | RESTON VA | 2,575 | $533.2M | $4.1M |
| 2 | NATIONAL JEWISH HEALTH 403 (B) RETIREMENT PLAN | DENVER CO | 2,379 | $355.9M | $3.6M |
| 3 | ROGERS CORPORATION ROGERS EMPLOYEE SAVINGS AND RETIREMENT PLAN |
CHANDLER AZ |
| 1,147 |
| $244.5M |
| $3.0M |
| 4 | ST. VINCENT HOSPITAL CHRISTUS ST. VINCENT RETIREMENT PLAN | SANTA FE NM | 2,361 | $176.9M | $2.9M |
| 5 | GRAND CANYON UNIVERSITY GRAND CANYON UNIVERSITY EMPLOYEES 401(K) PLAN | PHOENIX AZ | 8,221 | $158.3M | $2.5M |
| 6 | CORNELL UNIVERSITY CORNELL UNIVERSITY TAX-DEFERRED ANNUITY PLAN | ITHACA NY | 12,904 | $2.4B | $2.0M |
| 7 | PWP EMPLOYER LP PWP 401(K) PLAN | NEW YORK NY | 487 | $147.0M | $1.7M |
| 8 | UNIVERSAL TECHNICAL INSTITUTE, INC. UNIVERSAL TECHNICAL INSTITUTE, INC. 401(K) PLAN | PHOENIX AZ | 3,502 | $159.0M | $1.7M |
| 9 | THERAPEUTIC ASSOCIATES, INC. THERAPEUTIC ASSOCIATES, INC. PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN | KENT WA | 1,114 | $125.2M | $1.3M |
| 10 | UNIVERSAL TECHNICAL INSTITUTE, INC. UNIVERSAL TECHNICAL INSTITUTE, INC. 401(K) PLAN | PHOENIX AZ | 3,891 | $188.3M | $1.3M |
