Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Fdm Idx 2065 Inv in their Schedule of Assets, totaling $599K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE VERNDALE CORPORATION THE VERNDALE CORPORATION 401(K) | BOSTON MA | 107 | $21.3M | $332K |
| 2 | FLOOD, BUMSTEAD, MCCREADY, & MCCARTHY, INC. FLOOD, BUMSTEAD, MCCREADY, & MCCARTHY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NASHVILLE TN | 183 | $15.7M | $268K |
