Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding FID FDM IDX 2040 IPR N/R in their Schedule of Assets, totaling $47.4M 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 | MARY WASHINGTON HEALTHCARE MARY WASHINGTON HEALTHCARE 403(B) PLAN | FREDERICKSBURG VA | 3,066 | $400.3M | $47.4M |
