Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity FDM IDX 2040 IPR N/A in their Schedule of Assets, totaling $9.6M 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 | THE PERRYMAN COMPANY THE PERRYMAN COMPANY NEW COMPARABILITY PROFIT SHARING PLAN | HOUSTON PA | 703 | $101.6M | $9.6M |
