Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Fidelity Investments Fid Fdm Idx 2030 IPR in their Schedule of Assets, totaling $72.0M 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 | BLST OPERATING COMPANY, LLC BLUESTEM 401(K) RETIREMENT SAVINGS PLAN | EDEN PRAIRIE MN | 1,063 | $204.3M | $18.7M |
| 2 | YESHIVA UNIVERSITY YESHIVA UNIVERSITY RETIREMENT INCOME PLAN (BASIC PLAN) | NEW YORK NY | 2,155 | $734.3M | $12.6M |
| 3 | TYONEK NATIVE CORPORATION TYONEK NATIVE CORPORATION 401(K) PLAN |
MADISON AL |
| 1,566 |
| $64.4M |
| $10.9M |
| 4 | INDEPENDENT PURCHASING COOPERATIVE, INC. INDEPENDENT PURCHASING COOPERATIVE, INC. 401(K) PLAN AND TRUST | MIAMI FL | 148 | $60.8M | $4.9M |
| 5 | PROGRESS RESIDENTIAL PROGRESS RESIDENTIAL 401(K) PLAN | SCOTTSDALE AZ | 2,222 | $61.4M | $4.8M |
| 6 | ATLAS HEALTHCARE, LLC ATLAS HEALTHCARE, LLC 401K PLAN | TOMS RIVER NJ | 3,685 | $27.5M | $4.5M |
| 7 | LUXIUM SOLUTIONS, LLC LUXIUM SOLUTIONS, LLC 401(K) PLAN | HIRAM OH | 346 | $25.9M | $2.9M |
| 8 | IN-Q-TEL, INC. IN-Q-TEL 401(K) SAFE HARBOR PLAN | ARLINGTON VA | 184 | $76.9M | $2.7M |
| 9 | CEDARWOOD-YOUNG COMPANY CEDARWOOD-YOUNG COMPANY 401(K) PLAN | BALDWIN PARK CA | 219 | $25.4M | $2.4M |
| 10 | 1-800 CONTACTS, INC. 1-800 CONTACTS, INC. RETIREMENT AND SAVINGS PLAN | DRAPER UT | 1,420 | $73.0M | $2.1M |
