Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Management Trust Company FID FDM Idx 2040 IPR in their Schedule of Assets, totaling $22.7M 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 | IDAHO CENTRAL CREDIT UNION IDAHO CENTRAL CREDIT UNION 401(K) PLAN | POCATELLO ID | 1,909 | $99.5M | $7.8M |
| 2 | HARVARD MAINTENANCE, INC. HARVARD MAINTENANCE, INC. 401(K) SAVINGS PLAN | MIAMI FL | 4,178 | $29.4M | $3.5M |
| 3 | REMA HOLDINGS LLC CAMMEBY'S INTERNATIONAL LTD 401(K) PLAN |
NEW YORK NY |
| 814 |
| $46.8M |
| $2.8M |
| 4 | TOMARCO CONTRACTOR SPECIALTIES, INC. TOMARCO CONTRACTOR SPECIALTIES, INC. 401(K) PLAN | LA MIRADA CA | 788 | $30.3M | $2.0M |
| 5 | SAN ANTONIO WINERY, INC. SAN ANTONIO WINERY, INC. 401(K) PLAN | LOS ANGELES CA | 424 | $34.3M | $2.0M |
| 6 | RIO FARMS , LLC RIO GILL 401(K) PLAN & TRUST | OXNARD CA | 801 | $17.3M | $1.8M |
| 7 | MYTHICAL, INC. MYTHICAL RETIREMENT PLAN | LOS ANGELES CA | 63 | $7.8M | $1.4M |
| 8 | BOB CIASULLI AUTO GROUP, INC. BOB CIASULLI AUTO GROUP 401(K) PLAN | LITTLE FALLS NJ | 570 | $18.6M | $881K |
| 9 | STAR CASES, LLC STAR CASES 401(K) PLAN | NORTH SALT LAKE CITY UT | 142 | $5.5M | $483K |
| 10 | STG FAMILY OF COMPANIES, LLC STG FAMILY OF COMPANIES, LLC 401(K) PROFIT SHARING PLAN | COLUMBIANA OH | 156 | $2.6M | $2K |
