Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Fdm Idx 2040 Ipr Mutual Fund in their Schedule of Assets, totaling $20.3M 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 | PRECISE SYSTEMS, INC. PRECISE SYSTEMS, INC. 401(K) PLAN | LEXINGTON PARK MD | 1,312 | $98.2M | $8.2M |
| 2 | CITY YEAR, INC. CITY YEAR 401(K) SAVINGS PLAN | BOSTON MA | 847 | $82.1M | $5.2M |
| 3 | MEDICAL ASSOCIATES OF NORTHWEST ARKANSAS, P.A. MEDICAL ASSOCIATES OF NORTHWEST ARKANSAS, P.A. 401(K) PLAN |
FAYETTEVILLE AR |
| 863 |
| $178.2M |
| $3.6M |
| 4 | AMERIFLEET TRANSPORTATION, INC. ACERTUS 401(K) PLAN | ST. LOUIS MO | 1,183 | $18.1M | $1.4M |
| 5 | HIYA, INC. HIYA, INC. 401(K) PLAN | SEATTLE WA | 92 | $11.6M | $1.1M |
| 6 | THE MAYER CORPORATION RLM ASSOCIATES RETIREMENT PLAN | IRVINE CA | 567 | $12.9M | $726K |
| 7 | NEWTON MONTESSORI SCHOOL INC. DBA WELLAN MONTESS WELLAN MONTESSORI SCHOOL 403(B) PLAN | NEWTON MA | 104 | $4.5M | $6K |
