Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity FID FDM IDX 2070 IPR - in their Schedule of Assets, totaling $709K 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 | FIERA US HOLDING INC. FIERA CAPITAL 401(K) PLAN | NEW YORK NY | 112 | $28.4M | $511K |
| 2 | ALTAMED HEALTH SERVICES CORPORATION ALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN | LOS ANGELES CA | 5,614 | $266.5M | $166K |
| 3 | HORIZONTAL BORING & TUNNELING CO. HORIZONTAL BORING & TUNNELING CO. CONTROLLED GROUP 401(K) PROFIT-SHARING PLAN & TRUST |
EXETER NE |
| 127 |
| $22.6M |
| $9K |
| 4 | GLOBAL LENDING SERVICES LLC GLOBAL LENDING SERVICES LLC 401(K) PLAN | GREENVILLE SC | 948 | $27.1M | $5K |
| 5 | THE WESTERN SUGAR COOPERATIVE THE WESTERN SUGAR COOPERATIVE HOURLY SAVINGS AND INVESTMENT PLAN | DENVER CO | 410 | $33.4M | $3K |
| 6 | NEWAGESYS, INC. NEWAGESYS, INC. SAVINGS PLAN | PRINCETON NJ | 150 | $3.0M | $2K |
| 7 | SUN COMMUNITIES, INC. SUN COMMUNITIES, INC. 401(K) PLAN | SOUTHFIELD MI | 2,777 | $83.5M | $2K |
| 8 | REMINGTON & VERNICK ENGINEERS II INC. REMINGTON & VERNICK ENGINEERS II INC. 401(K) AND PROFIT SHARING PLAN | CHERRY HILL NJ | 517 | $85.4M | $2K |
| 9 | KASEYA US, LLC KASEYA 401(K) PROFIT SHARING PLAN | MIAMI FL | 2,342 | $143.7M | $2K |
| 10 | RUGBY HOLDINGS LLC RUGBY 401(K) PLAN | CONCORD NH | 666 | $33.0M | $2K |
