Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding FID FDM IDX 2015 IPR Registered investment company - in their Schedule of Assets, totaling $10.8M 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 | $4.2M |
| 2 | WILLKIE FARR & GALLAGHER LLP WILLKIE FARR & GALLAGHER LLP RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,735 | $852.7M | $3.9M |
| 3 | MERATIVE US L.P. MERATIVE US L.P. 401(K) RETIREMENT PLAN |
UNITED STATES MI |
| 1,244 |
| $117.6M |
| $1.5M |
| 4 | MITSUBISHI HC CAPITAL AMERICA, INC. MITSUBISHI HC CAPITAL AMERICA, INC. 401(K) PLAN | NORWALK CT | 664 | $151.5M | $378K |
| 5 | PARSONS BEHLE & LATIMER PARSONS BEHLE & LATIMER PROFIT SHARING PLAN & TRUST | SALT LAKE CITY UT | 316 | $160.4M | $224K |
| 6 | CORE BTS, INC. CORE BTS 401(K) RETIREMENT PLAN | INDIANAPOLIS IN | 547 | $97.8M | $220K |
| 7 | TEAM ONE CONTRACT SERVICES TEAM ONE CONTRACT SERVICES 401(K) PLAN | ALPHARETTA GA | 1,017 | $7.9M | $146K |
| 8 | CODEXIS, INC. CODEXIS, INC. 401(K) PLAN | REDWOOD CITY CA | 193 | $56.1M | $144K |
| 9 | BEYOND MEAT, INC. BEYOND MEAT 401(K) PLAN | EL SEGUNDO CA | 672 | $29.0M | $138K |
| 10 | YOU NEED A BUDGET LLC YOU NEED A BUDGET LLC 401(K) PROFIT SHARING PLAN AND TRUST | LEHI UT | 151 | $18.6M | $4K |
