Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 85 U.S. retirement plans report holding Fid Fdm Idx 2020 Ipr Mutual fund - in their Schedule of Assets, totaling $96.0M 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 | $9.8M |
| 2 | PATTERSON-UTI ENERGY, INC PATTERSON-UTI ENERGY, INC. 401(K) PROFIT SHARING PLAN | SNYDER TX | 8,297 | $613.0M | $8.1M |
| 3 | ROGERS CORPORATION ROGERS EMPLOYEE SAVINGS AND RETIREMENT PLAN |
CHANDLER AZ |
| 1,147 |
| $244.5M |
| $6.0M |
| 4 | GRAND CANYON UNIVERSITY GRAND CANYON UNIVERSITY EMPLOYEES 401(K) PLAN | PHOENIX AZ | 8,221 | $158.3M | $4.9M |
| 5 | ULTRA ELECTRONICS INC. ULTRA ELECTRONICS INC. 401(K) PLAN | BRAINTREE MA | 1,813 | $296.7M | $4.7M |
| 6 | UNIVERSAL TECHNICAL INSTITUTE, INC. UNIVERSAL TECHNICAL INSTITUTE, INC. 401(K) PLAN | PHOENIX AZ | 3,891 | $188.3M | $4.6M |
| 7 | UNIVERSAL TECHNICAL INSTITUTE, INC. UNIVERSAL TECHNICAL INSTITUTE, INC. 401(K) PLAN | PHOENIX AZ | 3,502 | $159.0M | $4.5M |
| 8 | BISHOP LIFTING PRODUCTS, INC. BLP, INC. 401(K) PLAN | HOUSTON TX | 865 | $37.1M | $3.7M |
| 9 | CORNELL UNIVERSITY CORNELL UNIVERSITY TAX-DEFERRED ANNUITY PLAN | ITHACA NY | 12,904 | $2.4B | $3.5M |
| 10 | BISHOP EMPLOYEE COMPANY LLC BISHOP EMPLOYEE COMPANY LLC 401(K) PLAN | HOUSTON TX | 832 | $42.2M | $3.2M |
