Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Management Trust Company BLKRK LP IDX 2040 K A in their Schedule of Assets, totaling $1.1B 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 | THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND OH | 68,206 | $9.2B | $577.2M |
| 2 | THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND OH | — | $4.3B | $323.9M |
| 3 | THE CLEVELAND CLINIC FOUNDATION |
CLEVELAND OH |
| 5,131 |
| $1.6B |
| $120.4M |
| 4 | THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC 401(K) PLAN | CLEVELAND OH | 8,377 | $969.1M | $71.6M |
| 5 | INDIAN RIVER MEMORIAL HOSPITAL, INC. D/B/A INDIAN RIVER MEDICAL CENTER IRMC 403(B) PLAN | VERO BEACH FL | 794 | $42.8M | $1.7M |
