Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Fdm Idx 2020 Ipr in their Schedule of Assets, totaling $4.4M 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 | CAI INTERNATIONAL, INC. CAI RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 45 | $18.2M | $1.5M |
| 2 | ONPOINT COMMUNITY CREDIT UNION ONPOINT COMMUNITY CREDIT UNION 401(K) PLAN | PORTLAND OR | 1,216 | $182.7M | $914K |
| 3 | KYSOR WARREN EPTA US CORPORATION EPTA US 401(K) RETIREMENT PLAN |
COLUMBUS GA |
| 682 |
| $24.3M |
| $693K |
| 4 | UNIFY CONSULTING LLC UNIFY CONSULTING LLC 401(K) PROFIT SHARING PLAN & TRUST | KIRKLAND WA | 423 | $55.6M | $681K |
| 5 | ROSS VIDEO, INC. ROSS VIDEO, INC. 401(K) PLAN | ODGENSBURG NY | 227 | $19.7M | $298K |
| 6 | FLOOD, BUMSTEAD, MCCREADY, & MCCARTHY, INC. FLOOD, BUMSTEAD, MCCREADY, & MCCARTHY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NASHVILLE TN | 183 | $15.7M | $171K |
| 7 | XPT PARTNERS LLC XPT PARTNERS 401(K) PLAN | NEW HAVEN CT | 401 | $21.0M | $74K |
| 8 | XSOLIS, INC. XSOLIS 401(K) RETIREMENT PLAN | FRANKLIN TN | 288 | $14.6M | $6K |
| 9 | JEFFREYM CONSULTING, LLC JEFFREYM CONSULTING, LLC 401(K) RETIREMENT PLAN | SEATTLE WA | 266 | $15.6M | $4K |
| 10 | GROVE COLLABORATIVE, INC. GROVE COLLABORATIVE, INC. 401(K) PLAN | SAN FRANCISCO CA | 445 | $13.1M | $3K |
