Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Fid Fdm Idx 2040 Prm in their Schedule of Assets, totaling $37.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PEACEHEALTH PEACEHEALTH SOUTHWEST MEDICAL CENTER EMPLOYER CONTRIBUTION PLAN | VANCOUVER WA | 3,492 | $239.6M | $18.4M |
| 2 | ADVANCED ENERGY INDUSTRIES, INC. ADVANCED ENERGY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | FORT COLLINS CO | 1,136 | $259.6M | $14.5M |
| 3 | MOTHER INDUSTRIES, LLC. |
BROOKLYN NY |
| 175 |
| $17.4M |
| $1.9M |
| 4 | COVALENT GROUP, INC. COVALENT GROUP 401(K) PLAN | LEHI UT | 492 | $23.9M | $1.6M |
| 5 | OWNCOMPANY INC. OWNCOMPANY, INC. 401(K) PLAN | ENGLEWOOD CLIFFS NJ | 2 | $21.5M | $1.1M |
