Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Fid Fdm Idx Inc Ipr Registered Investment Company in their Schedule of Assets, totaling $7.6M 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 | $5.9M |
| 2 | WILLKIE FARR & GALLAGHER LLP WILLKIE FARR & GALLAGHER LLP RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,735 | $852.7M | $678K |
| 3 | VOLEON CAPITAL MANAGEMENT LP VOLEON CAPITAL MANAGEMENT LP 401(K) PLAN |
BERKELEY CA |
| 285 |
| $35.6M |
| $346K |
| 4 | BEYOND MEAT, INC. BEYOND MEAT 401(K) PLAN | EL SEGUNDO CA | 672 | $29.0M | $218K |
| 5 | MERATIVE US L.P. MERATIVE US L.P. 401(K) RETIREMENT PLAN | UNITED STATES MI | 1,244 | $117.6M | $132K |
| 6 | EVOTEC (US) INC. EVOTEC (US) INC. 401(K) PLAN | PRINCETON NJ | 729 | $59.1M | $84K |
| 7 | CODEXIS, INC. CODEXIS, INC. 401(K) PLAN | REDWOOD CITY CA | 193 | $56.1M | $80K |
| 8 | CASCADE DAFO, INC CASCADE DAFO, INC. 401(K) PROFIT SHARING PLAN | FERNDALE WA | 301 | $30.3M | $46K |
| 9 | CORE BTS, INC. CORE BTS 401(K) RETIREMENT PLAN | INDIANAPOLIS IN | 547 | $97.8M | $44K |
| 10 | PSYNERGY PROGRAMS, INC. PSYNERGY PROGRAMS, INC. 401(K) PLAN | MORGAN HILL CA | 159 | $5.1M | $14K |
