Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments Fidelity Fdm Index 2040 IPR Fund in their Schedule of Assets, totaling $17.3M 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 | MITSUBISHI LOGISNEXT AMERICAS INC. MITSUBISHI LOGISNEXT AMERICAS 401(K) PLAN | HOUSTON TX | 1,644 | $274.6M | $17.3M |
