Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding Fidelity Fid Fdm Idx Inc Ipr in their Schedule of Assets, totaling $9.9M 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 | ALTAMED HEALTH SERVICES CORPORATION ALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN | LOS ANGELES CA | 5,614 | $266.5M | $3.5M |
| 2 | SUN COMMUNITIES, INC. SUN COMMUNITIES, INC. 401(K) PLAN | SOUTHFIELD MI | 2,777 | $83.5M | $1.1M |
| 3 | ORGANON LLC ORGANON U.S. SAVINGS PLAN |
JERSEY CITY NJ |
| 1,762 |
| $324.1M |
| $774K |
| 4 | EMERALD X, LLC EMERALD X, LLC 401(K) PLAN | SAN JUAN CAPISTRANO CA | 676 | $92.9M | $681K |
| 5 | SGI, INC. SGI, INC. 401(K) PROFIT SHARING PLAN | COSTA MESA CA | 142 | $15.2M | $494K |
| 6 | SAULSBURY INDUSTRIES, INC. SAULSBURY INDUSTRIES, INC. EMPLOYEE 401(K) PLAN | ODESSA TX | 2,605 | $51.2M | $396K |
| 7 | ROCKEFELLER PHILANTHROPY ADVISORS, INC. ROCKEFELLER PHILANTHROPY ADVISORS 401(K) PLAN | NEW YORK NY | 518 | $75.2M | $343K |
| 8 | ASSOCIATED ENERGY GROUP, LLC DBA AEG FUELS AEG FUELS 401(K) PLAN | MIAMI FL | 330 | $12.2M | $315K |
| 9 | REMINGTON & VERNICK ENGINEERS II INC. REMINGTON & VERNICK ENGINEERS II INC. 401(K) AND PROFIT SHARING PLAN | CHERRY HILL NJ | 517 | $85.4M | $285K |
| 10 | FEDERAL PROTECTION, INC. FEDERAL PROTECTION, INC. 401(K) PROFIT SHARING PLAN | SPRINGFIELD MO | 314 | $26.6M | $238K |
