Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding FID Fdm Idx 2040 Ipr Mutual Fund N/A in their Schedule of Assets, totaling $35.8M 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 | OGDEN CLINIC PROFESSIONAL CORPORATION OGDEN CLINIC SAVINGS AND PROFIT SHARING PLAN | SOUTH OGDEN UT | 1,478 | $137.1M | $12.4M |
| 2 | LEGALZOOM.COM, INC. LEGALZOOM.COM, INC. 401(K) PLAN | MOUNTAIN VIEW CA | 868 | $93.4M | $7.6M |
| 3 | WORKMAN NYDEGGER, P.C. WORKMAN NYDEGGER, P.C. 401(K) PROFIT SHARING PLAN |
SALT LAKE CITY UT |
| 106 |
| $74.1M |
| $5.5M |
| 4 | NEXTWORLD, LLC NEXTWORLD 401(K) PLAN | GREENWOOD VILLAGE CO | 364 | $49.1M | $4.8M |
| 5 | WEST TEXAS HEALTH, PLLC WEST TEXAS HEALTH, PLLC. RETIREMENT AND SAVINGS PLAN | ABILENE TX | 178 | $17.4M | $1.5M |
| 6 | DON SANDERSON FORD, INC. DON SANDERSON FORD, INC. 401(K) PLAN | GLENDALE AZ | 508 | $20.7M | $1.3M |
| 7 | LEON FARMER & COMPANY LEON FARMER & COMPANY 401(K) PLAN | ATHENS GA | 206 | $12.7M | $936K |
| 8 | REGISTERED AGENTS, INC. REGISTERED AGENTS, INC. 401(K) PLAN | SHERIDAN WY | 1,105 | $11.5M | $741K |
| 9 | TASSO INC. TASSO INC. 401(K) PLAN | SEATTLE WA | 67 | $5.8M | $574K |
| 10 | THOMAS ELECTRONICS, INC. THOMAS ELECTRONICS, INC. 401(K) SAVINGS PLAN | CLYDE NY | 126 | $7.7M | $411K |
