Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding FID FDM IDX 2040 IPR Registered investment company - in their Schedule of Assets, totaling $265.6M 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 | EXPERIAN, INC. EXPERIAN PERSONAL INVESTMENT PLAN | COSTA MESA CA | 6,165 | $1.7B | $132.3M |
| 2 | WILLKIE FARR & GALLAGHER LLP WILLKIE FARR & GALLAGHER LLP RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,735 | $852.7M | $54.3M |
| 3 | NEXT FIFTEEN COMMUNICATIONS CORPORATION NEXT 15 COMMUNICATIONS RETIREMENT PLAN |
SAN FRANCISCO CA |
| 1,027 |
| $132.8M |
| $14.4M |
| 4 | CORE BTS, INC. CORE BTS 401(K) RETIREMENT PLAN | INDIANAPOLIS IN | 547 | $97.8M | $12.8M |
| 5 | MERATIVE US L.P. MERATIVE US L.P. 401(K) RETIREMENT PLAN | UNITED STATES MI | 1,244 | $117.6M | $11.1M |
| 6 | MITSUBISHI HC CAPITAL AMERICA, INC. MITSUBISHI HC CAPITAL AMERICA, INC. 401(K) PLAN | NORWALK CT | 664 | $151.5M | $7.6M |
| 7 | CODEXIS, INC. CODEXIS, INC. 401(K) PLAN | REDWOOD CITY CA | 193 | $56.1M | $4.1M |
| 8 | EVOTEC (US) INC. EVOTEC (US) INC. 401(K) PLAN | PRINCETON NJ | 729 | $59.1M | $3.4M |
| 9 | PARSONS BEHLE & LATIMER PARSONS BEHLE & LATIMER PROFIT SHARING PLAN & TRUST | SALT LAKE CITY UT | 316 | $160.4M | $3.3M |
| 10 | GONG.IO INC. GONG.IO INC. 401(K) PLAN | SAN FRANCISCO CA | 645 | $42.5M | $2.5M |
