Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding FID TOTAL MKT IDX Registered investment company in their Schedule of Assets, totaling $104.0M 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 | NORTHEASTERN UNIVERSITY NORTHEASTERN UNIVERSITY RETIREMENT PLAN | BOSTON MA | 9,197 | $2.6B | $52.8M |
| 2 | IRHYTHM TECHNOLOGIES IRHYTHM TECHNOLOGIES 401(K) PLAN | SAN FRANCISCO CA | 1,762 | $133.0M | $12.3M |
| 3 | CLEVER INC. CLEVER INC. 401(K) PLAN |
| 218 |
| $21.4M |
| $9.5M |
| 4 | BDT CAPITAL PARTNERS, LLC BDT & MSD PARTNERS RETIREMENT SAVINGS PLAN | CHICAGO IL | 446 | $168.7M | $5.3M |
| 5 | JH KELLY HOLDINGS LLC JH KELLY HOLDINGS LLC NON-UNION 401(K) AND PROFIT SHARING PLAN | LONGVIEW WA | 320 | $85.6M | $5.0M |
| 6 | VOLEON CAPITAL MANAGEMENT LP VOLEON CAPITAL MANAGEMENT LP 401(K) PLAN | BERKELEY CA | 285 | $35.6M | $3.8M |
| 7 | YOU NEED A BUDGET LLC YOU NEED A BUDGET LLC 401(K) PROFIT SHARING PLAN AND TRUST | LEHI UT | 151 | $18.6M | $3.4M |
| 8 | SCHNUCK MARKETS, INC. SCHNUCK MARKETS, INC. MASTER TRUST | ST. LOUIS MO | — | $296.0M | $3.2M |
| 9 | SEWARD & KISSEL LLP SEWARD & KISSEL QUALIFIED RETIREMENT PLAN MASTER TRUST | NEW YORK NY | — | $319.3M | $1.8M |
| 10 | FINANCIAL PARTNERS CREDIT UNION FINANCIAL PARTNERS CREDIT UNION EMPLOYEES' 401(K) SAVINGS PLAN | DOWNEY CA | 294 | $38.1M | $1.6M |
