Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 98 U.S. retirement plans report holding Fid Fdm Idx 2060 Ipr Mutual fund - in their Schedule of Assets, totaling $183.4M 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 | PATTERSON-UTI ENERGY, INC PATTERSON-UTI ENERGY, INC. 401(K) PROFIT SHARING PLAN | SNYDER TX | 8,297 | $613.0M | $29.0M |
| 2 | GRAND CANYON EDUCATION, INC. GRAND CANYON EDUCATION EMPLOYEES 401(K) PLAN | PHOENIX AZ | 4,745 | $191.7M | $14.1M |
| 3 | NOBLIS, INC. NOBLIS, INC. TAX SHELTERED ANNUITY PLAN |
RESTON VA |
| 2,575 |
| $533.2M |
| $12.2M |
| 4 | MOTIONAL AD, INC. MOTIONAL AD RETIREMENT SAVINGS PROGRAM | BOSTON MA | 688 | $110.1M | $9.4M |
| 5 | NEOGENOMICS LABORATORIES, INC. NEOGENOMICS LABORATORIES, INC. 401(K) PROFIT SHARING PLAN | FORT MYERS FL | 2,146 | $200.9M | $6.2M |
| 6 | JUUL LABS, INC. JUUL LABS, INC. 401K PLAN | WASHINGTON DC | 640 | $149.6M | $5.4M |
| 7 | COLLECTIVEHEALTH, INC COLLECTIVE HEALTH 401(K) PLAN | SAN MATEO CA | 784 | $37.1M | $5.3M |
| 8 | THE SELECT GROUP, LLC THE SELECT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST | RALEIGH NC | 1,373 | $43.3M | $5.1M |
| 9 | CARET HOLDINGS, INC. ROOT RETIREMENT PLAN | COLUMBUS OH | 1,042 | $56.9M | $4.9M |
| 10 | ULTRA ELECTRONICS INC. ULTRA ELECTRONICS INC. 401(K) PLAN | BRAINTREE MA | 1,813 | $296.7M | $4.7M |
