Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity FDM Index Inc IPR in their Schedule of Assets, totaling $1.3M 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 | MITSUI SUMITOMO MARINE MANAGEMENT (U.S.A.), INC. MITSUI SUMITOMO 401(K) SAVINGS/RETIREMENT PLAN | WARREN NJ | 653 | $176.7M | $1.2M |
| 2 | ALPINE INTEL, LLC ALPINE INTEL 401(K) PLAN | LOUISVILLE KY | 1,336 | $49.8M | $34K |
| 3 | TANTUS TECHNOLOGIES, INC. TANTUS TECHNOLOGIES 401(K) PLAN |
ARLINGTON VA |
| 220 |
| $25.1M |
| $18K |
| 4 | FOUNDATION FOR NATIONAL PROGRESS FOUNDATION FOR NATIONAL PROGRESS EMPLOYEES' RETIREMENT PLAN | SAN FRANCISCO CA | 139 | $12.6M | $5K |