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 2055 IPR N/R in their Schedule of Assets, totaling $6.6M 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 | LAKES VENTURE, LLC FRESH THYME MARKET 401(K) PLAN | DOWNERS GROVE IL | 3,994 | $33.8M | $3.7M |
| 2 | SUGAR FOODS CORP. SUGAR FOODS CORPORATION 401(K) SAVINGS PLAN | NEW YORK NY | 1,022 | $100.3M | $2.3M |
| 3 | CORETEK, LLC CORETEK, LLC 401(K) PLAN |
| 154 |
| $11.3M |
| $608K |
| 4 | NORTHLAND ALUMINUM PRODUCTS, INC. NORTHLAND ALUMINUM PRODUCTS, INC. RETIREMENT AND SAVINGS PLAN AND TRUST | SAINT LOUIS PARK MN | 218 | $26.3M | $42K |
