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 2060 IPR in their Schedule of Assets, totaling $23.7M 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 | 1-800 CONTACTS, INC. 1-800 CONTACTS, INC. RETIREMENT AND SAVINGS PLAN | DRAPER UT | 1,420 | $73.0M | $4.6M |
| 2 | PROGRESS RESIDENTIAL PROGRESS RESIDENTIAL 401(K) PLAN | SCOTTSDALE AZ | 2,222 | $61.4M | $3.5M |
| 3 | BLST OPERATING COMPANY, LLC BLUESTEM 401(K) RETIREMENT SAVINGS PLAN |
EDEN PRAIRIE MN |
| 1,063 |
| $204.3M |
| $2.9M |
| 4 | TRAEGER PELLET GRILLS, LLC TRAEGER 401(K) PLAN | SALT LAKE CITY UT | 529 | $37.2M | $2.1M |
| 5 | YESHIVA UNIVERSITY YESHIVA UNIVERSITY RETIREMENT INCOME PLAN (BASIC PLAN) | NEW YORK NY | 2,155 | $734.3M | $1.8M |
| 6 | TYONEK NATIVE CORPORATION TYONEK NATIVE CORPORATION 401(K) PLAN | MADISON AL | 1,566 | $64.4M | $1.7M |
| 7 | IN-Q-TEL, INC. IN-Q-TEL 401(K) SAFE HARBOR PLAN | ARLINGTON VA | 184 | $76.9M | $1.7M |
| 8 | INDORAMA VENTURES INDORAMA VENTURES 401(K) PLAN - INTERMEDIATE CHEMICALS | THE WODDLANDS TX | 218 | $24.9M | $1.3M |
| 9 | DSTILLERY, INC. DSTILLERY, INC. 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 116 | $14.1M | $1.1M |
| 10 | CASH FLOW MANAGEMENT, LLC DBA KINECTIVE KINECTIVE 401K PLAN | GILBERT AZ | 300 | $25.3M | $852K |
