Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity FDM Index 2040 IPR Mutual fund in their Schedule of Assets, totaling $9.3M 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 | SIMEDHEALTH, L.L.C. SIMEDHEALTH RETIREMENT PLAN | GAINESVILLE FL | 324 | $45.7M | $4.8M |
| 2 | SURGICAL INFORMATION SYSTEMS, LLC SURGICAL INFORMATION SYSTEMS, LLC 401(K) PLAN | ALPHARETTA GA | 358 | $36.1M | $4.5M |
