Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 55 U.S. retirement plans report holding Fidelity** FID FDM IDX 2030 IPR in their Schedule of Assets, totaling $159.9M 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 | ORGANON LLC ORGANON U.S. SAVINGS PLAN | JERSEY CITY NJ | 1,762 | $324.1M | $34.1M |
| 2 | ALTAMED HEALTH SERVICES CORPORATION ALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN | LOS ANGELES CA | 5,614 | $266.5M | $14.0M |
| 3 | SUN COMMUNITIES, INC. SUN COMMUNITIES, INC. 401(K) PLAN |
SOUTHFIELD MI |
| 2,777 |
| $83.5M |
| $7.6M |
| 4 | LGI HOMES, INC. LGI HOMES, INC. 401(K) PLAN | THE WOODLANDS TX | 1,175 | $91.0M | $6.7M |
| 5 | RUGBY HOLDINGS LLC RUGBY 401(K) PLAN | CONCORD NH | 666 | $33.0M | $6.1M |
| 6 | EMERALD X, LLC EMERALD X, LLC 401(K) PLAN | SAN JUAN CAPISTRANO CA | 676 | $92.9M | $6.1M |
| 7 | ENDO1 PARTNERS DBA SPECIALTY1 PARTNERS LLC SPECIALTY1 PARTNERS 401(K) PLAN | HOUSTON TX | 1,854 | $63.5M | $5.7M |
| 8 | KASEYA US, LLC KASEYA 401(K) PROFIT SHARING PLAN | MIAMI FL | 2,342 | $143.7M | $5.4M |
| 9 | SAULSBURY INDUSTRIES, INC. SAULSBURY INDUSTRIES, INC. EMPLOYEE 401(K) PLAN | ODESSA TX | 2,605 | $51.2M | $4.0M |
| 10 | PUBWORX SERVICES LLC PUBWORX 401(K) PLAN | NEW YORK NY | 126 | $29.0M | $3.8M |
