Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 56 U.S. retirement plans report holding Fidelity** FID FDM IDX 2040 IPR in their Schedule of Assets, totaling $234.4M 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 | ORGANON LLC ORGANON U.S. SAVINGS PLAN | JERSEY CITY NJ | 1,762 | $324.1M | $36.5M |
| 2 | ALTAMED HEALTH SERVICES CORPORATION ALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN | LOS ANGELES CA | 5,614 | $266.5M | $28.2M |
| 3 | OIL SEARCH ALASKA, LLC OIL SEARCH ALASKA, LLC 401(K) PLAN |
ANCHORAGE AK |
| 170 |
| $38.0M |
| $13.4M |
| 4 | LGI HOMES, INC. LGI HOMES, INC. 401(K) PLAN | THE WOODLANDS TX | 1,175 | $91.0M | $10.9M |
| 5 | KASEYA US, LLC KASEYA 401(K) PROFIT SHARING PLAN | MIAMI FL | 2,342 | $143.7M | $9.5M |
| 6 | SUN COMMUNITIES, INC. SUN COMMUNITIES, INC. 401(K) PLAN | SOUTHFIELD MI | 2,777 | $83.5M | $8.8M |
| 7 | COALFIRE SYSTEMS, INC. COALFIRE SYSTEMS, INC. 401(K) PLAN | CHICAGO IL | 951 | $111.7M | $8.6M |
| 8 | ENDO1 PARTNERS DBA SPECIALTY1 PARTNERS LLC SPECIALTY1 PARTNERS 401(K) PLAN | HOUSTON TX | 1,854 | $63.5M | $8.6M |
| 9 | EMERALD X, LLC EMERALD X, LLC 401(K) PLAN | SAN JUAN CAPISTRANO CA | 676 | $92.9M | $6.9M |
| 10 | GEODE CAPITAL MANAGEMENT, LLC GEODE CAPITAL MANAGEMENT, LLC RETIREMENT PLAN | BOSTON MA | 189 | $89.3M | $6.7M |
