Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Fidelity FDM Index 2015 IPR in their Schedule of Assets, totaling $622K 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 | CROWNE MANAGEMENT, LLC CROWNE MANAGEMENT, LLC 401(K) AND PROFIT SHARING PLAN | MONROEVILLE AL | 2,275 | $33.6M | $433K |
| 2 | GR BIRDWELL CONSTRUCTION, LP GR BIRDWELL CONSTRUCTION, LP 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 153 | $19.3M | $125K |
| 3 | CAVENDER STORES, L.P. |
TYLER TX |
| 1,488 |
| $48.5M |
| $63K |
