Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fid Fdm Idx 2025 Ipr Mutual Funds in their Schedule of Assets, totaling $5.2M 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 | RESONAC AMERICA INC. RESONAC AMERICA 401-K RETIREMENT PLAN | SAN JOSE CA | 636 | $68.9M | $1.9M |
| 2 | SHOWA DENKO MATERIALS AMERICA SHOWA DENKO 401(K) RETIREMENT PLAN | SAN JOSE CA | 657 | $55.0M | $1.3M |
| 3 | G & H DIVERSIFIED MANUFACTURING, LP G&H 401(K) PLAN |
HOUSTON TX |
| 313 |
| $13.4M |
| $641K |
| 4 | KEITH TITUS CORP. KEITH TITUS CORP. 401(K) PROFIT SHARING PLAN | WEEDSPORT NY | 153 | $8.0M | $457K |
| 5 | APPLIED CONSTRUCTION SOLUTIONS, INC. APPLIED CONSTRUCTION SOLUTIONS, INC. 401(K) PLAN | BRIDGEPORT WV | 377 | $3.4M | $415K |
| 6 | RIG RUNNER HOLDINGS, INCORPORATED RETIREMENT PLAN RIG RUNNER HOLDINGS, INCORPORATED RETIREMENT PLAN | THE WOODLANDS TX | 242 | $3.1M | $217K |
| 7 | BROAD RIVER RETAIL, LLC BROAD RIVER RETAIL RETIREMENT PLAN | FORT MILL SC | 824 | $6.6M | $172K |
| 8 | COMMODORE CONSTRUCTION CORP. COMMODORE CONSTRUCTION CORP. 401(K) RETIREMENT PLAN | MOUNT VERNON NY | 111 | $9.7M | $121K |
| 9 | CALLRAIL CALLRAIL 401(K) PLAN | ATLANTA GA | 277 | $24.2M | $53K |
| 10 | RESOURCES FOR HUMAN DEVELOPMENT, INC. RHD INVESTORS CHOICE 403(B) PLAN | PHILADELPHIA PA | 3,383 | $23.8M | $25K |
