Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Fidelity Index 2035 IPR in their Schedule of Assets, totaling $4.6M 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 | FLACK STEEL LLC FLACK GLOBAL METALS 401(K) PLAN | CLEVELAND OH | 479 | $14.1M | $3.6M |
| 2 | SHARED OPERATING SERVICES LLC SHARED OPERATING SERVICES 401(K) PLAN | STAMFORD CT | 335 | $11.6M | $910K |
