Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fid Fdm Idx 2040 Mutual fund in their Schedule of Assets, totaling $31.4M 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 | TVI, INC. SAVERS 401(K) PLAN | BELLEVUE WA | 12,141 | $127.7M | $12.1M |
| 2 | MAPLEBEAR INC. D/B/A INSTACART MAPLEBEAR INC. D/B/A INSTACART RETIREMENT PLAN | SAN FRANCISCO CA | 2,641 | $297.0M | $9.1M |
| 3 | CRYSTAL DYNAMICS, INC. CRYSTAL DYNAMICS, INC. 401(K) PLAN |
SAN MATEO CA |
| 319 |
| $59.6M |
| $4.3M |
| 4 | LYELL IMMUNOPHARMA, INC. LYELL IMMUNOPHARMA, INC. 401(K) PLAN | SOUTH SAN FRANCISCO CA | 200 | $28.3M | $3.1M |
| 5 | SPOTNANA TECHNOLOGY, INC. SPOTNANA TECHNOLOGY RETIREMENT PLAN | NEW YORK NY | 145 | $8.4M | $1.2M |
| 6 | ORION INDUSTRIES, INC. ORION INDUSTRIES 401(K) PLAN | AUBURN WA | 188 | $11.8M | $886K |
| 7 | SCHAFER CONDON CARTER, INC. SCC 401(K) PLAN | CHICAGO IL | 59 | $12.8M | $711K |
