Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 53 U.S. retirement plans report holding FID FDM IDX 2030 IPR* in their Schedule of Assets, totaling $333.7M 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 | SAINT-GOBAIN CORPORATION INVESTMENT ACCOUNT | MALVERN PA | — | $2.5B | $174.6M |
| 2 | FREEMAN DECORATING CO. FREEMAN 401(K) PLAN | DALLAS TX | 5,797 | $686.4M | $35.4M |
| 3 | NOBLIS, INC. NOBLIS, INC. QUALIFIED RETIREMENT PLAN | RESTON VA |
| 2,536 |
| $246.1M |
| $20.8M |
| 4 | MOSS & ASSOCIATES, LLC MOSS & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN | FT LAUDERDALE FL | 1,852 | $191.2M | $9.1M |
| 5 | NIHON KOHDEN AMERICA, INC NIHON KOHDEN AMERICA 401(K) RETIREMENT PLAN | IRVINE CA | 644 | $78.5M | $8.6M |
| 6 | TOWER SEMICONDUCTOR NEWPORT BEACH INC. TOWER SEMICONDUCTOR NEWPORT BEACH RETIREMENT SAVINGS PLAN | NEWPORT BEACH CA | 1,103 | $176.2M | $8.2M |
| 7 | PERCEPTIVE INFORMATICS, LLC PERCEPTIVE 401(K) PLAN | BURLINGTON MA | 577 | $87.3M | $5.4M |
| 8 | SK FOOD GROUP, INC. PB U.S. AFFILIATES RETIREMENT SAVINGS PLAN | TOLLESON AZ | 3,260 | $47.9M | $4.6M |
| 9 | JK MOVING AND STORAGE, INC. JK MOVING SERVICES & CAPRELO PROFIT SHARING & 401(K) PLAN | STERLING VA | 604 | $51.1M | $4.4M |
| 10 | AVENUES WORLD HOLDINGS, LLC AVENUES SCHOOLS 401(K) PLAN | NEW YORK NY | 542 | $44.9M | $3.4M |
