Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 95 U.S. retirement plans report holding Fid Fdm Idx 2025 Ipr Mutual fund - in their Schedule of Assets, totaling $256.5M 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 | $21.8M |
| 2 | PATTERSON-UTI ENERGY, INC PATTERSON-UTI ENERGY, INC. 401(K) PROFIT SHARING PLAN | SNYDER TX | 8,297 | $613.0M | $20.9M |
| 3 | ROGERS CORPORATION ROGERS EMPLOYEE SAVINGS AND RETIREMENT PLAN |
CHANDLER AZ |
| 1,147 |
| $244.5M |
| $19.4M |
| 4 | UNIVERSAL TECHNICAL INSTITUTE, INC. UNIVERSAL TECHNICAL INSTITUTE, INC. 401(K) PLAN | PHOENIX AZ | 3,891 | $188.3M | $12.5M |
| 5 | UNIVERSAL TECHNICAL INSTITUTE, INC. UNIVERSAL TECHNICAL INSTITUTE, INC. 401(K) PLAN | PHOENIX AZ | 3,502 | $159.0M | $12.3M |
| 6 | DIASORIN INC. DIASORIN 401(K) PLAN | AUSTIN TX | 1,559 | $317.5M | $11.3M |
| 7 | GRAND CANYON UNIVERSITY GRAND CANYON UNIVERSITY EMPLOYEES 401(K) PLAN | PHOENIX AZ | 8,221 | $158.3M | $9.2M |
| 8 | CORNELL UNIVERSITY CORNELL UNIVERSITY RETIREMENT PLAN FOR THE EMPLOYEES OF THE ENDOWED COLLEGES AT ITHACA | ITHACA NY | 15,104 | $3.0B | $8.9M |
| 9 | NATIONAL JEWISH HEALTH 403 (B) RETIREMENT PLAN | DENVER CO | 2,379 | $355.9M | $8.3M |
| 10 | CORNELL UNIVERSITY CORNELL UNIVERSITY TAX-DEFERRED ANNUITY PLAN | ITHACA NY | 12,904 | $2.4B | $7.7M |
