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 2060 Ipr in their Schedule of Assets, totaling $66.9M 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 | KASEYA US, LLC KASEYA 401(K) PROFIT SHARING PLAN | MIAMI FL | 2,342 | $143.7M | $10.4M |
| 2 | COALFIRE SYSTEMS, INC. COALFIRE SYSTEMS, INC. 401(K) PLAN | CHICAGO IL | 951 | $111.7M | $4.7M |
| 3 | ORGANON LLC ORGANON U.S. SAVINGS PLAN | JERSEY CITY |
| 1,762 |
| $324.1M |
| $4.6M |
| 4 | ALTAMED HEALTH SERVICES CORPORATION ALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN | LOS ANGELES CA | 5,614 | $266.5M | $4.6M |
| 5 | INTERFACE REHAB, INC. INTERFACE REHAB, INC. 401(K) RETIREMENT SAVINGS PLAN | PLACENTIA CA | 1,167 | $47.8M | $2.9M |
| 6 | ROCKEFELLER PHILANTHROPY ADVISORS, INC. ROCKEFELLER PHILANTHROPY ADVISORS 401(K) PLAN | NEW YORK NY | 518 | $75.2M | $2.3M |
| 7 | REMINGTON & VERNICK ENGINEERS II INC. REMINGTON & VERNICK ENGINEERS II INC. 401(K) AND PROFIT SHARING PLAN | CHERRY HILL NJ | 517 | $85.4M | $2.3M |
| 8 | SUN COMMUNITIES, INC. SUN COMMUNITIES, INC. 401(K) PLAN | SOUTHFIELD MI | 2,777 | $83.5M | $2.2M |
| 9 | EMERALD X, LLC EMERALD X, LLC 401(K) PLAN | SAN JUAN CAPISTRANO CA | 676 | $92.9M | $2.1M |
| 10 | LGI HOMES, INC. LGI HOMES, INC. 401(K) PLAN | THE WOODLANDS TX | 1,175 | $91.0M | $2.1M |
