Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Fidelity Investments Fid Fdm Idx 2065 IPR in their Schedule of Assets, totaling $4.7M 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 | $1.3M |
| 2 | PROGRESS RESIDENTIAL PROGRESS RESIDENTIAL 401(K) PLAN | SCOTTSDALE AZ | 2,222 | $61.4M | $816K |
| 3 | TYONEK NATIVE CORPORATION TYONEK NATIVE CORPORATION 401(K) PLAN |
MADISON AL |
| 1,566 |
| $64.4M |
| $514K |
| 4 | TRAEGER PELLET GRILLS, LLC TRAEGER 401(K) PLAN | SALT LAKE CITY UT | 529 | $37.2M | $490K |
| 5 | YESHIVA UNIVERSITY YESHIVA UNIVERSITY RETIREMENT INCOME PLAN (BASIC PLAN) | NEW YORK NY | 2,155 | $734.3M | $356K |
| 6 | IN-Q-TEL, INC. IN-Q-TEL 401(K) SAFE HARBOR PLAN | ARLINGTON VA | 184 | $76.9M | $259K |
| 7 | CASH FLOW MANAGEMENT, LLC DBA KINECTIVE KINECTIVE 401K PLAN | GILBERT AZ | 300 | $25.3M | $162K |
| 8 | LUXIUM SOLUTIONS, LLC LUXIUM SOLUTIONS, LLC 401(K) PLAN | HIRAM OH | 346 | $25.9M | $159K |
| 9 | DSTILLERY, INC. DSTILLERY, INC. 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 116 | $14.1M | $116K |
| 10 | INDEPENDENT PURCHASING COOPERATIVE, INC. INDEPENDENT PURCHASING COOPERATIVE, INC. 401(K) PLAN AND TRUST | MIAMI FL | 148 | $60.8M | $112K |
