Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding FID INTL DISCOV K6 Registered Investment Company in their Schedule of Assets, totaling $22.5M 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 | CINCINNATI BELL INC. CINCINNATI BELL RETIREMENT SAVINGS PLANS MASTER TRUST | CINCINNATI OH | — | $608.0M | $6.8M |
| 2 | ALLISON TRANSMISSION, INC. ALLISON TRANSMISSION MASTER TRUST | INDIANAPOLIS IN | — | $549.4M | $5.7M |
| 3 | PROOFPOINT, INC PROOFPOINT 401(K) PLAN |
SUNNYVALE CA |
| 2,793 |
| $438.2M |
| $4.2M |
| 4 | ALLISON TRANSMISSION, INC. ALLISON TRANSMISSION EMPLOYEE RETIREMENT SAVINGS PLAN | INDIANAPOLIS IN | 1,773 | $395.8M | $4.1M |
| 5 | ALLISON TRANSMISSION, INC. ALLISON TRANSMISSION HOURLY EMPLOYEE SAVINGS PLAN | INDIANAPOLIS IN | 1,718 | $163.7M | $1.6M |
