Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity FDM Index 2040 IPR # in their Schedule of Assets, totaling $29.7M 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 | PYRAMID ADVISORS LIMITED PARTNERSHIP PYRAMID ADVISORS 401(K) PLAN | BOSTON MA | 21,328 | $246.8M | $18.6M |
| 2 | MITSUI SUMITOMO MARINE MANAGEMENT (U.S.A.), INC. MITSUI SUMITOMO 401(K) SAVINGS/RETIREMENT PLAN | WARREN NJ | 653 | $176.7M | $3.8M |
| 3 | EAST WEST MANUFACTURING LLC |
ATLANTA GA |
| 390 |
| $28.8M |
| $3.2M |
| 4 | ALPINE INTEL, LLC ALPINE INTEL 401(K) PLAN | LOUISVILLE KY | 1,336 | $49.8M | $2.0M |
| 5 | WINSUPPLY C COLUMBUS OH CO. WINSUPPLY C COLUMBUS OH CO. DBA CARR SUPPLY - COLUMBUS 401K PROFIT SHARING PLAN | MORAINE OH | 216 | $8.1M | $1.1M |
| 6 | FOUNDATION FOR NATIONAL PROGRESS FOUNDATION FOR NATIONAL PROGRESS EMPLOYEES' RETIREMENT PLAN | SAN FRANCISCO CA | 139 | $12.6M | $904K |
