Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding FID FDM IDX 2040 INV Mutual Funds in their Schedule of Assets, totaling $2.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | R.L. YOUNG, LLC YOUNG & ASSOCIATES 401(K) PLAN | DES PERES MO | 724 | $26.2M | $2.4M |
| 2 | WRENCH, INC. WRENCH, INC. 401(K) PLAN | SEATTLE WA | 68 | $2.7M | $88K |
