Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding FID FDM IDX 2055 IPR Registered investment company - in their Schedule of Assets, totaling $168.9M 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 | $42.2M |
| 2 | WILLKIE FARR & GALLAGHER LLP WILLKIE FARR & GALLAGHER LLP RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,735 | $852.7M | $31.8M |
| 3 | NEXT FIFTEEN COMMUNICATIONS CORPORATION NEXT 15 COMMUNICATIONS RETIREMENT PLAN |
SAN FRANCISCO CA |
| 1,027 |
| $132.8M |
| $14.5M |
| 4 | GONG.IO INC. GONG.IO INC. 401(K) PLAN | SAN FRANCISCO CA | 645 | $42.5M | $11.4M |
| 5 | MANGO TECHNOLOGIES INC. DBA CLICKUP CLICKUP 401(K) PLAN | SAN DIEGO CA | 496 | $33.0M | $8.9M |
| 6 | GREENLIGHT FINANCIAL TECHNOLOGY, INC. GREENLIGHT 401(K) PLAN | ATLANTA GA | 299 | $32.4M | $7.1M |
| 7 | CORE BTS, INC. CORE BTS 401(K) RETIREMENT PLAN | INDIANAPOLIS IN | 547 | $97.8M | $5.9M |
| 8 | MERATIVE US L.P. MERATIVE US L.P. 401(K) RETIREMENT PLAN | UNITED STATES MI | 1,244 | $117.6M | $5.8M |
| 9 | BEYOND MEAT, INC. BEYOND MEAT 401(K) PLAN | EL SEGUNDO CA | 672 | $29.0M | $5.5M |
| 10 | EVOTEC (US) INC. EVOTEC (US) INC. 401(K) PLAN | PRINCETON NJ | 729 | $59.1M | $3.4M |
