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 2050 IPR in their Schedule of Assets, totaling $187.7M 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 | ALTAMED HEALTH SERVICES CORPORATION ALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN | LOS ANGELES CA | 5,614 | $266.5M | $25.8M |
| 2 | KASEYA US, LLC KASEYA 401(K) PROFIT SHARING PLAN | MIAMI FL | 2,342 | $143.7M | $20.2M |
| 3 | ORGANON LLC ORGANON U.S. SAVINGS PLAN |
JERSEY CITY NJ |
| 1,762 |
| $324.1M |
| $16.5M |
| 4 | COALFIRE SYSTEMS, INC. COALFIRE SYSTEMS, INC. 401(K) PLAN | CHICAGO IL | 951 | $111.7M | $10.3M |
| 5 | LGI HOMES, INC. LGI HOMES, INC. 401(K) PLAN | THE WOODLANDS TX | 1,175 | $91.0M | $10.2M |
| 6 | ROCKEFELLER PHILANTHROPY ADVISORS, INC. ROCKEFELLER PHILANTHROPY ADVISORS 401(K) PLAN | NEW YORK NY | 518 | $75.2M | $9.3M |
| 7 | OIL SEARCH ALASKA, LLC OIL SEARCH ALASKA, LLC 401(K) PLAN | ANCHORAGE AK | 170 | $38.0M | $6.7M |
| 8 | EMERALD X, LLC EMERALD X, LLC 401(K) PLAN | SAN JUAN CAPISTRANO CA | 676 | $92.9M | $5.7M |
| 9 | ENDO1 PARTNERS DBA SPECIALTY1 PARTNERS LLC SPECIALTY1 PARTNERS 401(K) PLAN | HOUSTON TX | 1,854 | $63.5M | $4.9M |
| 10 | SUN COMMUNITIES, INC. SUN COMMUNITIES, INC. 401(K) PLAN | SOUTHFIELD MI | 2,777 | $83.5M | $4.8M |