Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity Investments Fid Fdm Idx 2020 IPR in their Schedule of Assets, totaling $18.4M 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 | $4.6M |
| 2 | BLST OPERATING COMPANY, LLC BLUESTEM 401(K) RETIREMENT SAVINGS PLAN | EDEN PRAIRIE MN | 1,063 | $204.3M | $3.0M |
| 3 | TYONEK NATIVE CORPORATION TYONEK NATIVE CORPORATION 401(K) PLAN |
MADISON AL |
| 1,566 |
| $64.4M |
| $2.1M |
| 4 | ATLAS HEALTHCARE, LLC ATLAS HEALTHCARE, LLC 401K PLAN | TOMS RIVER NJ | 3,685 | $27.5M | $2.0M |
| 5 | CEDARWOOD-YOUNG COMPANY CEDARWOOD-YOUNG COMPANY 401(K) PLAN | BALDWIN PARK CA | 219 | $25.4M | $1.3M |
| 6 | BLUE RIDGE BANK & TRUST COMPANY BLUE RIDGE BANK & TRUST CO. 401(K) PROFIT SHARING PLAN | INDEPENDENCE MO | 130 | $10.6M | $1.2M |
| 7 | INDEPENDENT PURCHASING COOPERATIVE, INC. INDEPENDENT PURCHASING COOPERATIVE, INC. 401(K) PLAN AND TRUST | MIAMI FL | 148 | $60.8M | $1.0M |
| 8 | FRANKEL FAMILY TRUST D/B/A MANAGEMENT SUPPORT MANAGEMENT SUPPORT 401(K) PLAN | SANTA ANA CA | 483 | $10.8M | $903K |
| 9 | PACIFIC BEST INC. PACIFIC BEST INC. EMPLOYEE RETIREMENT BENEFIT PLAN | AZUSA CA | 94 | $8.7M | $875K |
| 10 | 1-800 CONTACTS, INC. 1-800 CONTACTS, INC. RETIREMENT AND SAVINGS PLAN | DRAPER UT | 1,420 | $73.0M | $777K |
