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 2065 PRM in their Schedule of Assets, totaling $2.3M 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 | ADVANCED ENERGY INDUSTRIES, INC. ADVANCED ENERGY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | FORT COLLINS CO | 1,136 | $259.6M | $834K |
| 2 | COVALENT GROUP, INC. COVALENT GROUP 401(K) PLAN | LEHI UT | 492 | $23.9M | $679K |
| 3 | OWNCOMPANY INC. OWNCOMPANY, INC. 401(K) PLAN |
ENGLEWOOD CLIFFS NJ |
| 2 |
| $21.5M |
| $549K |
| 4 | MOTHER INDUSTRIES, LLC. MOTHER INDUSTRIES, LLC 401(K) PROFIT SHARING PLAN | BROOKLYN NY | 175 | $17.4M | $171K |
| 5 | PROTEGRITY USA, INC. PROTEGRITY USA, INC. RETIREMENT PLAN | STAMFORD CT | 119 | $7.9M | $25K |
