Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Investments FID FDM IDX 2010 IPR in their Schedule of Assets, totaling $1.2M 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 | YESHIVA UNIVERSITY YESHIVA UNIVERSITY RETIREMENT INCOME PLAN (BASIC PLAN) | NEW YORK NY | 2,155 | $734.3M | $576K |
| 2 | ATLAS HEALTHCARE, LLC ATLAS HEALTHCARE, LLC 401K PLAN | TOMS RIVER NJ | 3,685 | $27.5M | $252K |
| 3 | CEDARWOOD-YOUNG COMPANY CEDARWOOD-YOUNG COMPANY 401(K) PLAN |
BALDWIN PARK CA |
| 219 |
| $25.4M |
| $151K |
| 4 | TYONEK NATIVE CORPORATION TYONEK NATIVE CORPORATION 401(K) PLAN | MADISON AL | 1,566 | $64.4M | $120K |
| 5 | YESHIVA UNIVERSITY HIGH SCHOOLS YESHIVA UNIVERSITY HIGH SCHOOLS RETIREMENT INCOME PLAN | NEW YORK NY | 100 | $25.6M | $41K |
| 6 | BLUE RIDGE BANK & TRUST COMPANY BLUE RIDGE BANK & TRUST CO. 401(K) PROFIT SHARING PLAN | INDEPENDENCE MO | 130 | $10.6M | $26K |
| 7 | FRANKEL FAMILY TRUST D/B/A MANAGEMENT SUPPORT MANAGEMENT SUPPORT 401(K) PLAN | SANTA ANA CA | 483 | $10.8M | $14K |
| 8 | INDORAMA VENTURES INDORAMA VENTURES 401(K) PLAN - INTERMEDIATE CHEMICALS | THE WODDLANDS TX | 218 | $24.9M | $12K |
