Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding FID FDM IDX 2060 PRM Registered Investment Company in their Schedule of Assets, totaling $60.4M 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 | SNOWFLAKE INC. SNOWFLAKE INC. 401(K) PLAN | MENLO PARK CA | 4,771 | $529.4M | $31.5M |
| 2 | DAIRY FARMERS OF AMERICA, INC. DAIRY FARMERS OF AMERICA MASTER 401(K) TRUST | KANSAS CITY KS | — | $1.4B | $24.1M |
| 3 | STE. MICHELLE WINE ESTATES, LLC STE. MICHELLE WINE ESTATES LLC 401(K) PLAN |
WOODINVILLE WA |
| 727 |
| $51.2M |
| $2.1M |
| 4 | PLANISWARE USA, INC. PLANISWARE 401(K) PLAN | SAN FRANCISCO CA | 168 | $25.6M | $1.9M |
| 5 | CLEVER INC. CLEVER INC. 401(K) PLAN | SAN FRANCISCO CA | 218 | $21.4M | $427K |
| 6 | PULMONARY MEDICINE ASSOCIATES MEDICAL GROUP, INC. PULMONARY MEDICINE ASSOCIATES MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | SACRAMENTO CA | 154 | $63.7M | $326K |
