Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 49 U.S. retirement plans report holding Fidelity** FID FDM IDX 2020 IPR in their Schedule of Assets, totaling $34.6M 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 | REMINGTON & VERNICK ENGINEERS II INC. REMINGTON & VERNICK ENGINEERS II INC. 401(K) AND PROFIT SHARING PLAN | CHERRY HILL NJ | 517 | $85.4M | $6.2M |
| 2 | SUN COMMUNITIES, INC. SUN COMMUNITIES, INC. 401(K) PLAN | SOUTHFIELD MI | 2,777 | $83.5M | $3.3M |
| 3 | ORGANON LLC ORGANON U.S. SAVINGS PLAN |
JERSEY CITY NJ |
| 1,762 |
| $324.1M |
| $2.4M |
| 4 | O'NEAL, INC. O'NEAL, INC. 401(K) PLAN AND TRUST | GREENVILLE SC | 95 | $36.9M | $2.2M |
| 5 | EMERALD X, LLC EMERALD X, LLC 401(K) PLAN | SAN JUAN CAPISTRANO CA | 676 | $92.9M | $1.6M |
| 6 | ENDO1 PARTNERS DBA SPECIALTY1 PARTNERS LLC SPECIALTY1 PARTNERS 401(K) PLAN | HOUSTON TX | 1,854 | $63.5M | $1.5M |
| 7 | RUGBY HOLDINGS LLC RUGBY 401(K) PLAN | CONCORD NH | 666 | $33.0M | $1.4M |
| 8 | RURAL ALASKA COMMUNITY ACTION PROGRAM, INC. RURAL ALASKA COMMUNITY ACTION PROGRAM, INC. RETIREMENT PLAN | ANCHORAGE AK | 363 | $16.3M | $1.3M |
| 9 | THE LIGHTSTONE GROUP, LLC THE LIGHTSTONE GROUP, LLC 401(K) PLAN | NEW YORK NY | 564 | $40.4M | $1.3M |
| 10 | LGI HOMES, INC. LGI HOMES, INC. 401(K) PLAN | THE WOODLANDS TX | 1,175 | $91.0M | $1.2M |
