Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Fidelity Investments Fid Fdm Idx 2050 IPR in their Schedule of Assets, totaling $63.4M 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 | 1-800 CONTACTS, INC. 1-800 CONTACTS, INC. RETIREMENT AND SAVINGS PLAN | DRAPER UT | 1,420 | $73.0M | $11.2M |
| 2 | YESHIVA UNIVERSITY YESHIVA UNIVERSITY RETIREMENT INCOME PLAN (BASIC PLAN) | NEW YORK NY | 2,155 | $734.3M | $9.2M |
| 3 | BLST OPERATING COMPANY, LLC BLUESTEM 401(K) RETIREMENT SAVINGS PLAN |
EDEN PRAIRIE MN |
| 1,063 |
| $204.3M |
| $8.8M |
| 4 | IN-Q-TEL, INC. IN-Q-TEL 401(K) SAFE HARBOR PLAN | ARLINGTON VA | 184 | $76.9M | $7.4M |
| 5 | PROGRESS RESIDENTIAL PROGRESS RESIDENTIAL 401(K) PLAN | SCOTTSDALE AZ | 2,222 | $61.4M | $6.8M |
| 6 | INDEPENDENT PURCHASING COOPERATIVE, INC. INDEPENDENT PURCHASING COOPERATIVE, INC. 401(K) PLAN AND TRUST | MIAMI FL | 148 | $60.8M | $5.3M |
| 7 | TYONEK NATIVE CORPORATION TYONEK NATIVE CORPORATION 401(K) PLAN | MADISON AL | 1,566 | $64.4M | $3.7M |
| 8 | PACIFIC BEST INC. PACIFIC BEST INC. EMPLOYEE RETIREMENT BENEFIT PLAN | AZUSA CA | 94 | $8.7M | $1.8M |
| 9 | ATLAS HEALTHCARE, LLC ATLAS HEALTHCARE, LLC 401K PLAN | TOMS RIVER NJ | 3,685 | $27.5M | $1.8M |
| 10 | DSTILLERY, INC. DSTILLERY, INC. 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 116 | $14.1M | $1.5M |
