Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Index 2060 IPR Mutual Fund in their Schedule of Assets, totaling $31.2M 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 | EASTERN MAINE HEALTHCARE SYSTEMS D/B/A NORTHERN LIGHT HEALTH NORTHERN LIGHT HEALTH RETIREMENT PARTNERSHIP 403(B) PLAN | BREWER ME | 10,678 | $1.2B | $23.9M |
| 2 | FENWICK & WEST LLP FENWICK & WEST LLP 401(K) RETIREMENT SAVINGS PLAN | MOUNTAIN VIEW CA | 1,130 | $686.9M | $7.1M |
| 3 | AFFILIATED HEALTHCARE SYSTEMS |
BREWER ME |
| 331 |
| $32.3M |
| $311K |
