Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Fid Fdm Idx 2040 Prm in their Schedule of Assets, totaling $15.7M 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 | HENRY SCHEIN ONE, LLC HENRY SCHEIN ONE 401(K) PLAN | AMERICAN FORK UT | 1,299 | $85.8M | $11.9M |
| 2 | MOUNTAIN WEST ANESTHESIA, L.L.C. MOUNTAIN WEST ANESTHESIA, L.L.C. RETIREMENT PLAN | LEHI UT | 238 | $130.8M | $3.8M |
