Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fid Fdm Idx 2065 Ipr Mutual Funds in their Schedule of Assets, totaling $1.6M 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 | RESONAC AMERICA INC. RESONAC AMERICA 401-K RETIREMENT PLAN | SAN JOSE CA | 636 | $68.9M | $718K |
| 2 | CALLRAIL CALLRAIL 401(K) PLAN | ATLANTA GA | 277 | $24.2M | $370K |
| 3 | SHOWA DENKO MATERIALS AMERICA SHOWA DENKO 401(K) RETIREMENT PLAN |
| 657 |
| $55.0M |
| $333K |
| 4 | G & H DIVERSIFIED MANUFACTURING, LP G&H 401(K) PLAN | HOUSTON TX | 313 | $13.4M | $110K |
| 5 | KEITH TITUS CORP. KEITH TITUS CORP. 401(K) PROFIT SHARING PLAN | WEEDSPORT NY | 153 | $8.0M | $52K |
| 6 | APPLIED CONSTRUCTION SOLUTIONS, INC. APPLIED CONSTRUCTION SOLUTIONS, INC. 401(K) PLAN | BRIDGEPORT WV | 377 | $3.4M | $34K |
| 7 | BROAD RIVER RETAIL, LLC BROAD RIVER RETAIL RETIREMENT PLAN | FORT MILL SC | 824 | $6.6M | $24K |
| 8 | COMMODORE CONSTRUCTION CORP. COMMODORE CONSTRUCTION CORP. 401(K) RETIREMENT PLAN | MOUNT VERNON NY | 111 | $9.7M | $2K |
