Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fid Fdm Idx 2040 Prm* Mutual Fund in their Schedule of Assets, totaling $121.2M 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 | ENDEAVOR HEALTH CLINICAL OPERATIONS ENDEAVOR HEALTH LEGACY 403(B) TAX DEFERRED ANNUITY PLAN FOR NORTHSHORE UNIVERSITY HEALTHSYSTEM EMPLOYEES | EVANSTON IL | 11,719 | $2.1B | $90.6M |
| 2 | EXTRA SPACE MANAGEMENT, INC. EXTRA SPACE MANAGEMENT, INC. 401(K) PLAN | SALT LAKE CITY UT | 8,740 | $168.4M | $13.3M |
| 3 | RPM LIVING, LLC |
AUSTIN TX |
| 4,973 |
| $64.4M |
| $7.2M |
| 4 | ARES HOLDING CORPORATION ARES HOLDING CORPORATION 401(K) PLAN | BURLINGAME CA | 563 | $98.3M | $3.8M |
| 5 | COMPREHENSIVE LOGISTICS CO., LLC COMPREHENSIVE LOGISTICS CO., LLC EMPLOYEE RETIREMENT PLAN | VIENNA OH | 1,794 | $16.3M | $2.2M |
| 6 | PUIG NORTH AMERICA, INC. PUIG NORTH AMERICA SALARY DEFERRAL PLAN | NEW YORK CITY NY | 507 | $34.1M | $1.8M |
| 7 | ADM PROMOTIONS USA, INC. ADM PROMOTIONS USA, INC. 401(K) RETIREMENT PLAN | STAMFORD CT | 159 | $15.2M | $1.2M |
| 8 | APEEL TECHNOLOGY, INC. APEEL SCIENCES 401(K) PLAN | GOLETA CA | 108 | $19.7M | $713K |
| 9 | KNOXVILLE ZOOLOGICAL GARDENS, INC. KNOXVILLE ZOOLOGICAL GARDENS, INC. 401(K) PLAN | KNOXVILLE TN | 153 | $4.7M | $479K |
