Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding FID FDM IDX 2070 PRM Registered Investment Company in their Schedule of Assets, totaling $12K 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 | $8K |
| 2 | STE. MICHELLE WINE ESTATES, LLC STE. MICHELLE WINE ESTATES LLC 401(K) PLAN | WOODINVILLE WA | 727 | $51.2M | $3K |
| 3 | PLANISWARE USA, INC. PLANISWARE 401(K) PLAN |
SAN FRANCISCO CA |
| 168 |
| $25.6M |
| $1K |
