Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding FID Natural Res Mutual fund in their Schedule of Assets, totaling $3.1M 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 | SIERRA-CEDAR COMPANIES, LLC SIERRA-CEDAR COMPANIES, LLC 401(K) PLAN | ALPHARETTA GA | 409 | $298.1M | $2.0M |
| 2 | KING STREET CAPITAL MANAGEMENT, L.P. KING STREET CAPITAL MANAGEMENT, L.P. 401(K) PLAN | NEW YORK NY | 188 | $61.7M | $627K |
| 3 | CHARLESBANK CAPITAL PARTNERS, LLC |
BOSTON MA |
| 184 |
| $43.4M |
| $424K |
| 4 | NORTHEAST COMMUNITY BANK NORTHEAST COMMUNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST | WHITE PLAINS NY | 144 | $19.1M | $17K |
| 5 | SCRIPPS HEALTH INPATIENT PROVIDERS MEDICAL GROUP, INC. SCRIPPS HEALTH INPATIENT PROVIDERS MEDICAL GROUP, INC. 401(K) PLAN | SAN DIEGO CA | 156 | $51.1M | $3K |
