Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Fdm Idx Inc Ipr in their Schedule of Assets, totaling $1.1M 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 | XPT PARTNERS LLC XPT PARTNERS 401(K) PLAN | NEW HAVEN CT | 401 | $21.0M | $712K |
| 2 | ONPOINT COMMUNITY CREDIT UNION ONPOINT COMMUNITY CREDIT UNION 401(K) PLAN | PORTLAND OR | 1,216 | $182.7M | $244K |
| 3 | UNIFY CONSULTING LLC UNIFY CONSULTING LLC 401(K) PROFIT SHARING PLAN & TRUST |
KIRKLAND WA |
| 423 |
| $55.6M |
| $108K |
| 4 | HOGAN SERVICES, INC. THE HOGAN RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 4,208 | $45.3M | $14K |
| 5 | KYSOR WARREN EPTA US CORPORATION EPTA US 401(K) RETIREMENT PLAN | COLUMBUS GA | 682 | $24.3M | $12K |
| 6 | ROSS VIDEO, INC. ROSS VIDEO, INC. 401(K) PLAN | ODGENSBURG NY | 227 | $19.7M | $2K |
