Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 92 U.S. retirement plans report holding Fid Fdm Idx 2065 Ipr Mutual fund - in their Schedule of Assets, totaling $56.3M 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 | $14.8M |
| 2 | GRAND CANYON EDUCATION, INC. GRAND CANYON EDUCATION EMPLOYEES 401(K) PLAN | PHOENIX AZ | 4,745 | $191.7M | $4.3M |
| 3 | NOBLIS, INC. NOBLIS, INC. TAX SHELTERED ANNUITY PLAN | RESTON VA | 2,575 | $533.2M | $3.0M |
| 4 | MOTIONAL AD, INC. MOTIONAL AD RETIREMENT SAVINGS PROGRAM | BOSTON MA | 688 | $110.1M | $2.8M |
| 5 | GRAND CANYON UNIVERSITY GRAND CANYON UNIVERSITY EMPLOYEES 401(K) PLAN | PHOENIX AZ | 8,221 | $158.3M | $1.7M |
| 6 | WEST HERR FORD, INC. WEST HERR EMPLOYEES' RETIREMENT PLAN | BLASDELL NY | 3,152 | $176.7M | $1.7M |
| 7 | NEOGENOMICS LABORATORIES, INC. NEOGENOMICS LABORATORIES, INC. 401(K) PROFIT SHARING PLAN | FORT MYERS FL | 2,146 | $200.9M | $1.5M |
| 8 | PWP EMPLOYER LP PWP 401(K) PLAN | NEW YORK NY | 487 | $147.0M | $1.5M |
| 9 | QUESTEC CONSTRUCTORS, INC. QUESTEC 401(K) DEFINED CONTRIBUTION RETIREMENT PLAN | COLUMBIA MO | 314 | $28.7M | $1.4M |
| 10 | ROGERS CORPORATION ROGERS EMPLOYEE SAVINGS AND RETIREMENT PLAN | CHANDLER AZ | 1,147 | $244.5M | $1.1M |
