Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fid Fdm Idx 2020 Ipr Mutual Funds in their Schedule of Assets, totaling $2.8M 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 | SHOWA DENKO MATERIALS AMERICA SHOWA DENKO 401(K) RETIREMENT PLAN | SAN JOSE CA | 657 | $55.0M | $1.2M |
| 2 | RESONAC AMERICA INC. RESONAC AMERICA 401-K RETIREMENT PLAN | SAN JOSE CA | 636 | $68.9M | $1.2M |
| 3 | G & H DIVERSIFIED MANUFACTURING, LP G&H 401(K) PLAN |
HOUSTON TX |
| 313 |
| $13.4M |
| $158K |
| 4 | KEITH TITUS CORP. KEITH TITUS CORP. 401(K) PROFIT SHARING PLAN | WEEDSPORT NY | 153 | $8.0M | $108K |
| 5 | BROAD RIVER RETAIL, LLC BROAD RIVER RETAIL RETIREMENT PLAN | FORT MILL SC | 824 | $6.6M | $99K |
| 6 | RIG RUNNER HOLDINGS, INCORPORATED RETIREMENT PLAN RIG RUNNER HOLDINGS, INCORPORATED RETIREMENT PLAN | THE WOODLANDS TX | 242 | $3.1M | $74K |