Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments FID FDM IDX 2040 IPR N/R in their Schedule of Assets, totaling $10.4M 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 | SUGAR FOODS CORP. SUGAR FOODS CORPORATION 401(K) SAVINGS PLAN | NEW YORK NY | 1,022 | $100.3M | $5.0M |
| 2 | LAKES VENTURE, LLC FRESH THYME MARKET 401(K) PLAN | DOWNERS GROVE IL | 3,994 | $33.8M | $3.3M |
| 3 | NORTHLAND ALUMINUM PRODUCTS, INC. NORTHLAND ALUMINUM PRODUCTS, INC. RETIREMENT AND SAVINGS PLAN AND TRUST |
SAINT LOUIS PARK MN |
| 218 |
| $26.3M |
| $1.1M |
| 4 | CORETEK, LLC CORETEK, LLC 401(K) PLAN | FARMINGTON HILLS MI | 154 | $11.3M | $877K |
