Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding FID FDM IDX 2035 INV Mutual fund in their Schedule of Assets, totaling $6.3M 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 | ENCINO ENERGY, LLC ENCINO ENERGY 401(K) PLAN | HOUSTON TX | 270 | $52.7M | $2.9M |
| 2 | CHROMADEX, INC. CHROMADEX, INC. 401(K) PLAN | LOS ANGELES CA | 106 | $8.5M | $1.3M |
| 3 | SML (USA), INC. SML (USA) INC. 401(K) PLAN | SECAUCUS NJ |
| 121 |
| $13.8M |
| $654K |
| 4 | PRESSED JUICERY, INC. PRESSED JUICERY 401(K) PLAN | CULVER CITY CA | 937 | $6.0M | $544K |
| 5 | NATIONAL CAPITOL CONTRACTING, LLC NATIONAL CAPITOL CONTRACTING, LLC 401(K) PLAN | MC LEAN VA | 171 | $7.3M | $489K |
| 6 | SKILLZ INC. SKILLZ INC. 401(K) RETIREMENT SAVINGS PLAN | LAS VEGAS NV | 112 | $12.7M | $467K |
| 7 | CPORT CREDIT UNION OF MAINE CPORT CREDIT UNION RETIREMENT SAVINGS PLAN | PORTLAND ME | 111 | $6.4M | $65K |
