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 2040 IPR in their Schedule of Assets, totaling $66.7M 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 | $8.8M |
| 2 | BLST OPERATING COMPANY, LLC BLUESTEM 401(K) RETIREMENT SAVINGS PLAN | EDEN PRAIRIE MN | 1,063 | $204.3M | $8.0M |
| 3 | 1-800 CONTACTS, INC. 1-800 CONTACTS, INC. RETIREMENT AND SAVINGS PLAN |
DRAPER UT |
| 1,420 |
| $73.0M |
| $6.5M |
| 4 | PROGRESS RESIDENTIAL PROGRESS RESIDENTIAL 401(K) PLAN | SCOTTSDALE AZ | 2,222 | $61.4M | $6.0M |
| 5 | TYONEK NATIVE CORPORATION TYONEK NATIVE CORPORATION 401(K) PLAN | MADISON AL | 1,566 | $64.4M | $6.0M |
| 6 | IN-Q-TEL, INC. IN-Q-TEL 401(K) SAFE HARBOR PLAN | ARLINGTON VA | 184 | $76.9M | $5.7M |
| 7 | ATLAS HEALTHCARE, LLC ATLAS HEALTHCARE, LLC 401K PLAN | TOMS RIVER NJ | 3,685 | $27.5M | $4.8M |
| 8 | INDEPENDENT PURCHASING COOPERATIVE, INC. INDEPENDENT PURCHASING COOPERATIVE, INC. 401(K) PLAN AND TRUST | MIAMI FL | 148 | $60.8M | $4.8M |
| 9 | LUXIUM SOLUTIONS, LLC LUXIUM SOLUTIONS, LLC 401(K) PLAN | HIRAM OH | 346 | $25.9M | $3.7M |
| 10 | CASH FLOW MANAGEMENT, LLC DBA KINECTIVE KINECTIVE 401K PLAN | GILBERT AZ | 300 | $25.3M | $3.0M |
