Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 52 U.S. retirement plans report holding Fidelity Fid Fdm Idx 2065 Ipr in their Schedule of Assets, totaling $24.6M 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 | KASEYA US, LLC KASEYA 401(K) PROFIT SHARING PLAN | MIAMI FL | 2,342 | $143.7M | $5.7M |
| 2 | COALFIRE SYSTEMS, INC. COALFIRE SYSTEMS, INC. 401(K) PLAN | CHICAGO IL | 951 | $111.7M | $1.9M |
| 3 | ORGANON LLC ORGANON U.S. SAVINGS PLAN | JERSEY CITY |
| 1,762 |
| $324.1M |
| $1.7M |
| 4 | ALTAMED HEALTH SERVICES CORPORATION ALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN | LOS ANGELES CA | 5,614 | $266.5M | $1.1M |
| 5 | REMINGTON & VERNICK ENGINEERS II INC. REMINGTON & VERNICK ENGINEERS II INC. 401(K) AND PROFIT SHARING PLAN | CHERRY HILL NJ | 517 | $85.4M | $1.1M |
| 6 | GLOBAL LENDING SERVICES LLC GLOBAL LENDING SERVICES LLC 401(K) PLAN | GREENVILLE SC | 948 | $27.1M | $993K |
| 7 | APPLE FEDERAL CREDIT UNION APPLE FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | FAIRFAX VA | 643 | $60.4M | $929K |
| 8 | SUN COMMUNITIES, INC. SUN COMMUNITIES, INC. 401(K) PLAN | SOUTHFIELD MI | 2,777 | $83.5M | $721K |
| 9 | LGI HOMES, INC. LGI HOMES, INC. 401(K) PLAN | THE WOODLANDS TX | 1,175 | $91.0M | $663K |
| 10 | RUGBY HOLDINGS LLC RUGBY 401(K) PLAN | CONCORD NH | 666 | $33.0M | $625K |
