Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding FID FDM IDX 2055 INV Mutual fund in their Schedule of Assets, totaling $10.5M 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 | ENCINO ENERGY, LLC ENCINO ENERGY 401(K) PLAN | HOUSTON TX | 270 | $52.7M | $4.5M |
| 2 | PRESSED JUICERY, INC. PRESSED JUICERY 401(K) PLAN | CULVER CITY CA | 937 | $6.0M | $1.5M |
| 3 | CPORT CREDIT UNION OF MAINE CPORT CREDIT UNION RETIREMENT SAVINGS PLAN |
PORTLAND ME |
| 111 |
| $6.4M |
| $1.4M |
| 4 | SKILLZ INC. SKILLZ INC. 401(K) RETIREMENT SAVINGS PLAN | LAS VEGAS NV | 112 | $12.7M | $1.3M |
| 5 | CHROMADEX, INC. CHROMADEX, INC. 401(K) PLAN | LOS ANGELES CA | 106 | $8.5M | $1.1M |
| 6 | NATIONAL CAPITOL CONTRACTING, LLC NATIONAL CAPITOL CONTRACTING, LLC 401(K) PLAN | MC LEAN VA | 171 | $7.3M | $397K |
| 7 | SML (USA), INC. SML (USA) INC. 401(K) PLAN | SECAUCUS NJ | 121 | $13.8M | $239K |
