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 Funds in their Schedule of Assets, totaling $10.9M 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 | RESONAC AMERICA INC. RESONAC AMERICA 401-K RETIREMENT PLAN | SAN JOSE CA | 636 | $68.9M | $3.8M |
| 2 | SHOWA DENKO MATERIALS AMERICA SHOWA DENKO 401(K) RETIREMENT PLAN | SAN JOSE CA | 657 | $55.0M | $2.3M |
| 3 | G & H DIVERSIFIED MANUFACTURING, LP G&H 401(K) PLAN |
HOUSTON TX |
| 313 |
| $13.4M |
| $1.4M |
| 4 | CALLRAIL CALLRAIL 401(K) PLAN | ATLANTA GA | 277 | $24.2M | $1.3M |
| 5 | KEITH TITUS CORP. KEITH TITUS CORP. 401(K) PROFIT SHARING PLAN | WEEDSPORT NY | 153 | $8.0M | $624K |
| 6 | BROAD RIVER RETAIL, LLC BROAD RIVER RETAIL RETIREMENT PLAN | FORT MILL SC | 824 | $6.6M | $577K |
| 7 | APPLIED CONSTRUCTION SOLUTIONS, INC. APPLIED CONSTRUCTION SOLUTIONS, INC. 401(K) PLAN | BRIDGEPORT WV | 377 | $3.4M | $396K |
| 8 | RIG RUNNER HOLDINGS, INCORPORATED RETIREMENT PLAN RIG RUNNER HOLDINGS, INCORPORATED RETIREMENT PLAN | THE WOODLANDS TX | 242 | $3.1M | $292K |
| 9 | ICON AIRCRAFT, INC. ICON AIRCRAFT, INC. 401(K) PLAN | VACAVILLE CA | 57 | $3.9M | $128K |
| 10 | COMMODORE CONSTRUCTION CORP. COMMODORE CONSTRUCTION CORP. 401(K) RETIREMENT PLAN | MOUNT VERNON NY | 111 | $9.7M | $43K |
