Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding FID INTM TR BD IDX Registered Investment Company in their Schedule of Assets, totaling $299K 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 | PLANISWARE USA, INC. PLANISWARE 401(K) PLAN | SAN FRANCISCO CA | 168 | $25.6M | $281K |
| 2 | GHP MANAGEMENT CORPORATION GHP MANAGEMENT 401(K) PLAN | LOS ANGELES CA | 328 | $5.3M | $18K |
