Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding FID FDM IDX 2045 IPR Registered investment company - in their Schedule of Assets, totaling $218.5M 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 | $80.4M |
| 2 | WILLKIE FARR & GALLAGHER LLP WILLKIE FARR & GALLAGHER LLP RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,735 | $852.7M | $46.6M |
| 3 | CORE BTS, INC. CORE BTS 401(K) RETIREMENT PLAN |
INDIANAPOLIS IN |
| 547 |
| $97.8M |
| $12.6M |
| 4 | MERATIVE US L.P. MERATIVE US L.P. 401(K) RETIREMENT PLAN | UNITED STATES MI | 1,244 | $117.6M | $12.3M |
| 5 | NEXT FIFTEEN COMMUNICATIONS CORPORATION NEXT 15 COMMUNICATIONS RETIREMENT PLAN | SAN FRANCISCO CA | 1,027 | $132.8M | $10.4M |
| 6 | MITSUBISHI HC CAPITAL AMERICA, INC. MITSUBISHI HC CAPITAL AMERICA, INC. 401(K) PLAN | NORWALK CT | 664 | $151.5M | $9.4M |
| 7 | PARSONS BEHLE & LATIMER PARSONS BEHLE & LATIMER PROFIT SHARING PLAN & TRUST | SALT LAKE CITY UT | 316 | $160.4M | $6.7M |
| 8 | BEYOND MEAT, INC. BEYOND MEAT 401(K) PLAN | EL SEGUNDO CA | 672 | $29.0M | $3.7M |
| 9 | EVOTEC (US) INC. EVOTEC (US) INC. 401(K) PLAN | PRINCETON NJ | 729 | $59.1M | $3.2M |
| 10 | YOU NEED A BUDGET LLC YOU NEED A BUDGET LLC 401(K) PROFIT SHARING PLAN AND TRUST | LEHI UT | 151 | $18.6M | $3.0M |
