Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding FID MULTI ASSET IDX in their Schedule of Assets, totaling $1.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE UNIVERSITY OF NEW MEXICO FOUNDATION 403(B). THE UNIVERSITY OF NEW MEXICO FOUNDATION 403(B) | ALBUQUERQUE NM | 107 | $18.1M | $503K |
| 2 | CBC ACQUISITION, LLC DBA CITY BREWING CO., LLC CITY BREWING COMPANY HOURLY 401(K) PLAN | LA CROSSE WI | 407 | $43.2M | $482K |
| 3 | SHEPARD EXPOSITION SERVICES, INC. |
ATLANTA GA |
| 876 |
| $39.0M |
| $334K |
| 4 | CBC ACQUISITION, LLC DBA CITY BREWING CO., LLC CITY BREWING COMPANY SALARIED 401(K) PLAN | LA CROSSE WI | 517 | $33.2M | $170K |
| 5 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 2,890 | $1.2B | $154K |
| 6 | CBC LATROBE ACQUISITION, LLC CBC U 401(K) PLAN | LACROSSE WI | 754 | $19.1M | $63K |
| 7 | RSH STAFFING, LLC RSH STAFFING 401(K) PLAN | ATLANTA GA | 176 | $9.1M | $7K |
