Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity FDM Index Income IPR " in their Schedule of Assets, totaling $4.3M 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 | PYRAMID ADVISORS LIMITED PARTNERSHIP PYRAMID ADVISORS 401(K) PLAN | BOSTON MA | 21,328 | $246.8M | $3.5M |
| 2 | INSTITUTE OF INTERNATIONAL EDUCATION, INC. INSTITUTE OF INTERNATIONAL EDUCATION 403(B) RETIREMENT PLAN | NEW YORK NY | 556 | $145.1M | $640K |
| 3 | WORLD RELIEF WORLD RELIEF 401(K) PLAN |
TOWSON MD |
| 1,211 |
| $36.5M |
| $217K |
| 4 | EAST WEST MANUFACTURING LLC EAST WEST MANUFACTURING LLC 401(K) PROFIT SHARING PLAN AND TRUST | ATLANTA GA | 390 | $28.8M | $1K |