Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity FDM Index 2065 IPR " in their Schedule of Assets, totaling $3.1M 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 | $1.7M |
| 2 | ALPINE INTEL, LLC ALPINE INTEL 401(K) PLAN | LOUISVILLE KY | 1,336 | $49.8M | $624K |
| 3 | MITSUI SUMITOMO MARINE MANAGEMENT (U.S.A.), INC. MITSUI SUMITOMO 401(K) SAVINGS/RETIREMENT PLAN |
WARREN NJ |
| 653 |
| $176.7M |
| $527K |
| 4 | EAST WEST MANUFACTURING LLC EAST WEST MANUFACTURING LLC 401(K) PROFIT SHARING PLAN AND TRUST | ATLANTA GA | 390 | $28.8M | $157K |
| 5 | FOUNDATION FOR NATIONAL PROGRESS FOUNDATION FOR NATIONAL PROGRESS EMPLOYEES' RETIREMENT PLAN | SAN FRANCISCO CA | 139 | $12.6M | $47K |
