Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity FDM Index 2060 IPR # in their Schedule of Assets, totaling $8.1M 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 | PYRAMID ADVISORS LIMITED PARTNERSHIP PYRAMID ADVISORS 401(K) PLAN | BOSTON MA | 21,328 | $246.8M | $5.2M |
| 2 | ALPINE INTEL, LLC ALPINE INTEL 401(K) PLAN | LOUISVILLE KY | 1,336 | $49.8M | $1.1M |
| 3 | MITSUI SUMITOMO MARINE MANAGEMENT (U.S.A.), INC. MITSUI SUMITOMO 401(K) SAVINGS/RETIREMENT PLAN |
WARREN NJ |
| 653 |
| $176.7M |
| $855K |
| 4 | EAST WEST MANUFACTURING LLC EAST WEST MANUFACTURING LLC 401(K) PROFIT SHARING PLAN AND TRUST | ATLANTA GA | 390 | $28.8M | $493K |
| 5 | FOUNDATION FOR NATIONAL PROGRESS FOUNDATION FOR NATIONAL PROGRESS EMPLOYEES' RETIREMENT PLAN | SAN FRANCISCO CA | 139 | $12.6M | $320K |
| 6 | WINSUPPLY C COLUMBUS OH CO. WINSUPPLY C COLUMBUS OH CO. DBA CARR SUPPLY - COLUMBUS 401K PROFIT SHARING PLAN | MORAINE OH | 216 | $8.1M | $107K |
