Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fidelity Investments Fid Fdm Idx Inc Ipr in their Schedule of Assets, totaling $2.2M 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 | IN-Q-TEL, INC. IN-Q-TEL 401(K) SAFE HARBOR PLAN | ARLINGTON VA | 184 | $76.9M | $636K |
| 2 | YESHIVA UNIVERSITY YESHIVA UNIVERSITY RETIREMENT INCOME PLAN (BASIC PLAN) | NEW YORK NY | 2,155 | $734.3M | $621K |
| 3 | CEDARWOOD-YOUNG COMPANY CEDARWOOD-YOUNG COMPANY 401(K) PLAN |
BALDWIN PARK CA |
| 219 |
| $25.4M |
| $255K |
| 4 | CASH FLOW MANAGEMENT, LLC DBA KINECTIVE KINECTIVE 401K PLAN | GILBERT AZ | 300 | $25.3M | $246K |
| 5 | PROGRESS RESIDENTIAL PROGRESS RESIDENTIAL 401(K) PLAN | SCOTTSDALE AZ | 2,222 | $61.4M | $159K |
| 6 | ATLAS HEALTHCARE, LLC ATLAS HEALTHCARE, LLC 401K PLAN | TOMS RIVER NJ | 3,685 | $27.5M | $147K |
| 7 | TRAEGER PELLET GRILLS, LLC TRAEGER 401(K) PLAN | SALT LAKE CITY UT | 529 | $37.2M | $39K |
| 8 | 1-800 CONTACTS, INC. 1-800 CONTACTS, INC. RETIREMENT AND SAVINGS PLAN | DRAPER UT | 1,420 | $73.0M | $28K |
| 9 | TYONEK NATIVE CORPORATION TYONEK NATIVE CORPORATION 401(K) PLAN | MADISON AL | 1,566 | $64.4M | $17K |
| 10 | BLUE RIDGE BANK & TRUST COMPANY BLUE RIDGE BANK & TRUST CO. 401(K) PROFIT SHARING PLAN | INDEPENDENCE MO | 130 | $10.6M | $4K |
