Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding FID FDM IDX 2035 PRM Registered Investment Company in their Schedule of Assets, totaling $183.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DAIRY FARMERS OF AMERICA, INC. DAIRY FARMERS OF AMERICA MASTER 401(K) TRUST | KANSAS CITY KS | — | $1.4B | $149.1M |
| 2 | SNOWFLAKE INC. SNOWFLAKE INC. 401(K) PLAN | MENLO PARK CA | 4,771 | $529.4M | $23.9M |
| 3 | PULMONARY MEDICINE ASSOCIATES MEDICAL GROUP, INC. PULMONARY MEDICINE ASSOCIATES MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN |
SACRAMENTO CA |
| 154 |
| $63.7M |
| $5.3M |
| 4 | STE. MICHELLE WINE ESTATES, LLC STE. MICHELLE WINE ESTATES LLC 401(K) PLAN | WOODINVILLE WA | 727 | $51.2M | $4.3M |
| 5 | PLANISWARE USA, INC. PLANISWARE 401(K) PLAN | SAN FRANCISCO CA | 168 | $25.6M | $407K |
| 6 | CLEVER INC. CLEVER INC. 401(K) PLAN | SAN FRANCISCO CA | 218 | $21.4M | $22K |
