Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Fid Fdm Idx Inc Prm in their Schedule of Assets, totaling $1.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | 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 | $930K |
| 2 | PEACEHEALTH PEACEHEALTH SOUTHWEST MEDICAL CENTER EMPLOYER CONTRIBUTION PLAN | VANCOUVER WA | 3,492 | $239.6M | $805K |
| 3 | OWNCOMPANY INC. |
ENGLEWOOD CLIFFS NJ |
| 2 |
| $21.5M |
| $29K |