Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding FID FDM IDX 2065 IPR Registered investment company - in their Schedule of Assets, totaling $16.2M 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 | $3.1M |
| 2 | WILLKIE FARR & GALLAGHER LLP WILLKIE FARR & GALLAGHER LLP RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,735 | $852.7M | $1.9M |
| 3 | EVOTEC (US) INC. EVOTEC (US) INC. 401(K) PLAN |
PRINCETON NJ |
| 729 |
| $59.1M |
| $1.5M |
| 4 | NEXT FIFTEEN COMMUNICATIONS CORPORATION NEXT 15 COMMUNICATIONS RETIREMENT PLAN | SAN FRANCISCO CA | 1,027 | $132.8M | $1.3M |
| 5 | GONG.IO INC. GONG.IO INC. 401(K) PLAN | SAN FRANCISCO CA | 645 | $42.5M | $848K |
| 6 | NEURALINK CORP. NEURALINK CORP. 401(K) PROFIT SHARING PLAN AND TRUST | FREMONT CA | 309 | $12.9M | $804K |
| 7 | MERATIVE US L.P. MERATIVE US L.P. 401(K) RETIREMENT PLAN | UNITED STATES MI | 1,244 | $117.6M | $746K |
| 8 | MANGO TECHNOLOGIES INC. DBA CLICKUP CLICKUP 401(K) PLAN | SAN DIEGO CA | 496 | $33.0M | $713K |
| 9 | VOLEON CAPITAL MANAGEMENT LP VOLEON CAPITAL MANAGEMENT LP 401(K) PLAN | BERKELEY CA | 285 | $35.6M | $572K |
| 10 | CORE BTS, INC. CORE BTS 401(K) RETIREMENT PLAN | INDIANAPOLIS IN | 547 | $97.8M | $564K |
