Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fid Fdm Idx 2015 Prm* Mutual Fund in their Schedule of Assets, totaling $3.5M 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 | ENDEAVOR HEALTH CLINICAL OPERATIONS ENDEAVOR HEALTH LEGACY 403(B) TAX DEFERRED ANNUITY PLAN FOR NORTHSHORE UNIVERSITY HEALTHSYSTEM EMPLOYEES | EVANSTON IL | 11,719 | $2.1B | $1.9M |
| 2 | ARES HOLDING CORPORATION ARES HOLDING CORPORATION 401(K) PLAN | BURLINGAME CA | 563 | $98.3M | $780K |
| 3 | PUIG NORTH AMERICA, INC. |
NEW YORK CITY NY |
| 507 |
| $34.1M |
| $641K |
| 4 | COMPREHENSIVE LOGISTICS CO., LLC COMPREHENSIVE LOGISTICS CO., LLC EMPLOYEE RETIREMENT PLAN | VIENNA OH | 1,794 | $16.3M | $192K |
| 5 | RPM LIVING, LLC RPM LIVING, LLC 401(K) PLAN | AUSTIN TX | 4,973 | $64.4M | $32K |
| 6 | APEEL TECHNOLOGY, INC. APEEL SCIENCES 401(K) PLAN | GOLETA CA | 108 | $19.7M | $4K |
