Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Fidelity Investments Fid Fdm Idx 2025 IPR in their Schedule of Assets, totaling $40.0M 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 | $8.9M |
| 2 | BLST OPERATING COMPANY, LLC BLUESTEM 401(K) RETIREMENT SAVINGS PLAN | EDEN PRAIRIE MN | 1,063 | $204.3M | $7.0M |
| 3 | TYONEK NATIVE CORPORATION TYONEK NATIVE CORPORATION 401(K) PLAN |
MADISON AL |
| 1,566 |
| $64.4M |
| $5.1M |
| 4 | ATLAS HEALTHCARE, LLC ATLAS HEALTHCARE, LLC 401K PLAN | TOMS RIVER NJ | 3,685 | $27.5M | $3.1M |
| 5 | PROGRESS RESIDENTIAL PROGRESS RESIDENTIAL 401(K) PLAN | SCOTTSDALE AZ | 2,222 | $61.4M | $3.1M |
| 6 | BLUE RIDGE BANK & TRUST COMPANY BLUE RIDGE BANK & TRUST CO. 401(K) PROFIT SHARING PLAN | INDEPENDENCE MO | 130 | $10.6M | $2.8M |
| 7 | CEDARWOOD-YOUNG COMPANY CEDARWOOD-YOUNG COMPANY 401(K) PLAN | BALDWIN PARK CA | 219 | $25.4M | $2.3M |
| 8 | INDORAMA VENTURES INDORAMA VENTURES 401(K) PLAN - INTERMEDIATE CHEMICALS | THE WODDLANDS TX | 218 | $24.9M | $1.7M |
| 9 | INDEPENDENT PURCHASING COOPERATIVE, INC. INDEPENDENT PURCHASING COOPERATIVE, INC. 401(K) PLAN AND TRUST | MIAMI FL | 148 | $60.8M | $1.7M |
| 10 | IN-Q-TEL, INC. IN-Q-TEL 401(K) SAFE HARBOR PLAN | ARLINGTON VA | 184 | $76.9M | $1.2M |
