Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 54 U.S. retirement plans report holding Fid Fdm Idx 2040 Ipr in their Schedule of Assets, totaling $313.6M 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 | SAINT-GOBAIN CORPORATION INVESTMENT ACCOUNT | MALVERN PA | — | $2.5B | $127.4M |
| 2 | FREEMAN DECORATING CO. FREEMAN 401(K) PLAN | DALLAS TX | 5,797 | $686.4M | $41.3M |
| 3 | NOBLIS, INC. NOBLIS, INC. QUALIFIED RETIREMENT PLAN | RESTON VA |
| 2,536 |
| $246.1M |
| $21.6M |
| 4 | MOSS & ASSOCIATES, LLC MOSS & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN | FT LAUDERDALE FL | 1,852 | $191.2M | $13.8M |
| 5 | PERCEPTIVE INFORMATICS, LLC PERCEPTIVE 401(K) PLAN | BURLINGTON MA | 577 | $87.3M | $9.4M |
| 6 | SAMSARA INC. SAMSARA 401(K) PLAN | SAN FRANCISCO CA | 2,550 | $240.1M | $7.3M |
| 7 | BAKKT, LLC BAKKT 401(K) PLAN | ALPHARETTA GA | 634 | $40.4M | $7.2M |
| 8 | NIHON KOHDEN AMERICA, INC NIHON KOHDEN AMERICA 401(K) RETIREMENT PLAN | IRVINE CA | 644 | $78.5M | $5.1M |
| 9 | AVENUES WORLD HOLDINGS, LLC AVENUES SCHOOLS 401(K) PLAN | NEW YORK NY | 542 | $44.9M | $4.8M |
| 10 | DELTA GALIL USA, INC. DELTA EMPLOYEES 401(K) PROFIT SHARING PLAN AND SAVINGS PLAN | SECAUCUS NJ | 1,270 | $64.4M | $4.6M |
