Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity Fdm Idx 2040 Ipr in their Schedule of Assets, totaling $32.7M 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 | ONPOINT COMMUNITY CREDIT UNION ONPOINT COMMUNITY CREDIT UNION 401(K) PLAN | PORTLAND OR | 1,216 | $182.7M | $12.5M |
| 2 | UNIFY CONSULTING LLC UNIFY CONSULTING LLC 401(K) PROFIT SHARING PLAN & TRUST | KIRKLAND WA | 423 | $55.6M | $3.9M |
| 3 | KYSOR WARREN EPTA US CORPORATION |
COLUMBUS GA |
| 682 |
| $24.3M |
| $3.2M |
| 4 | REDWOOD SOFTWARE, INC. REDWOOD SOFTWARE, INC. 401(K) PLAN | MORRISVILLE NC | 262 | $24.6M | $2.5M |
| 5 | ROSS VIDEO, INC. ROSS VIDEO, INC. 401(K) PLAN | ODGENSBURG NY | 227 | $19.7M | $2.1M |
| 6 | XSOLIS, INC. XSOLIS 401(K) RETIREMENT PLAN | FRANKLIN TN | 288 | $14.6M | $2.0M |
| 7 | FLOOD, BUMSTEAD, MCCREADY, & MCCARTHY, INC. FLOOD, BUMSTEAD, MCCREADY, & MCCARTHY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NASHVILLE TN | 183 | $15.7M | $2.0M |
| 8 | BENTKEY SERVICES, LLC BENTKEY SERVICES 401(K) PLAN | NASHVILLE TN | 248 | $11.2M | $1.3M |
| 9 | XPT PARTNERS LLC XPT PARTNERS 401(K) PLAN | NEW HAVEN CT | 401 | $21.0M | $1.3M |
| 10 | GROVE COLLABORATIVE, INC. GROVE COLLABORATIVE, INC. 401(K) PLAN | SAN FRANCISCO CA | 445 | $13.1M | $859K |
