Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Management Trust Co. FID FDM IDX 2040 IPR - in their Schedule of Assets, totaling $7.7M 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 | WACOM TECHNOLOGY CORP. WACOM TECHNOLOGY CORP. RETIREMENT 401(K) PLAN | PORTLAND OR | 151 | $48.1M | $4.8M |
| 2 | STRAUSS VENTURES, LLC D/B/A THE GRAND HEALTHCARE SYSTEM THE GRAND HEALTHCARE SYSTEM 401(K) PLAN | VALLEY STREAM NY | 3,614 | $15.2M | $2.5M |
| 3 | MOC PRODUCTS COMPANY, INC. |
PACOIMA CA |
| 201 |
| $12.5M |
| $433K |
