Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments Fid Fdm Idx 2040 Ipr (1) in their Schedule of Assets, totaling $618K 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 | HILL MANAGEMENT SERVICES, INC HILL MANAGEMENT SERVICES, INC. 401(K) PLAN | HUNT VALLEY MD | 264 | $9.2M | $618K |
