Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 96 U.S. retirement plans report holding Fid Fdm Idx 2040 Ipr Mutual fund - in their Schedule of Assets, totaling $520.2M 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 | PATTERSON-UTI ENERGY, INC PATTERSON-UTI ENERGY, INC. 401(K) PROFIT SHARING PLAN | SNYDER TX | 8,297 | $613.0M | $54.2M |
| 2 | NOBLIS, INC. NOBLIS, INC. TAX SHELTERED ANNUITY PLAN | RESTON VA | 2,575 | $533.2M | $40.4M |
| 3 | UNIVERSAL TECHNICAL INSTITUTE, INC. UNIVERSAL TECHNICAL INSTITUTE, INC. 401(K) PLAN |
PHOENIX AZ |
| 3,891 |
| $188.3M |
| $23.3M |
| 4 | IPSEN BIOPHARMACEUTICALS, INC IPSEN BIOPHARMACEUTICALS, INC. U.S. 401(K) PLAN | BERKELEY HEIGHTS NJ | 683 | $205.8M | $22.5M |
| 5 | ROGERS CORPORATION ROGERS EMPLOYEE SAVINGS AND RETIREMENT PLAN | CHANDLER AZ | 1,147 | $244.5M | $22.1M |
| 6 | GRAND CANYON EDUCATION, INC. GRAND CANYON EDUCATION EMPLOYEES 401(K) PLAN | PHOENIX AZ | 4,745 | $191.7M | $20.7M |
| 7 | DIASORIN INC. DIASORIN 401(K) PLAN | AUSTIN TX | 1,559 | $317.5M | $20.3M |
| 8 | GRAND CANYON UNIVERSITY GRAND CANYON UNIVERSITY EMPLOYEES 401(K) PLAN | PHOENIX AZ | 8,221 | $158.3M | $19.9M |
| 9 | UNIVERSAL TECHNICAL INSTITUTE, INC. UNIVERSAL TECHNICAL INSTITUTE, INC. 401(K) PLAN | PHOENIX AZ | 3,502 | $159.0M | $18.3M |
| 10 | COMMONWEALTH CARE ALLIANCE COMMONWEALTH CARE ALLIANCE 401(K) PLAN | BOSTON MA | 1,689 | $128.4M | $16.7M |
