Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Fid Fdm Idx 2060 Prm in their Schedule of Assets, totaling $14.5M 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 | PEACEHEALTH PEACEHEALTH SOUTHWEST MEDICAL CENTER EMPLOYER CONTRIBUTION PLAN | VANCOUVER WA | 3,492 | $239.6M | $3.9M |
| 2 | OWNCOMPANY INC. OWNCOMPANY, INC. 401(K) PLAN | ENGLEWOOD CLIFFS NJ | 2 | $21.5M | $3.1M |
| 3 | ADVANCED ENERGY INDUSTRIES, INC. ADVANCED ENERGY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN |
FORT COLLINS CO |
| 1,136 |
| $259.6M |
| $3.0M |
| 4 | COVALENT GROUP, INC. COVALENT GROUP 401(K) PLAN | LEHI UT | 492 | $23.9M | $2.4M |
| 5 | MOTHER INDUSTRIES, LLC. MOTHER INDUSTRIES, LLC 401(K) PROFIT SHARING PLAN | BROOKLYN NY | 175 | $17.4M | $1.8M |
| 6 | PROTEGRITY USA, INC. PROTEGRITY USA, INC. RETIREMENT PLAN | STAMFORD CT | 119 | $7.9M | $250K |
