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 2055 IPR in their Schedule of Assets, totaling $12.2M 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 | SAN ANTONIO WINERY, INC. SAN ANTONIO WINERY, INC. 401(K) PLAN | LOS ANGELES CA | 424 | $34.3M | $3.2M |
| 2 | IDAHO CENTRAL CREDIT UNION IDAHO CENTRAL CREDIT UNION 401(K) PLAN | POCATELLO ID | 1,909 | $99.5M | $2.2M |
| 3 | TOMARCO CONTRACTOR SPECIALTIES, INC. TOMARCO CONTRACTOR SPECIALTIES, INC. 401(K) PLAN |
LA MIRADA CA |
| 788 |
| $30.3M |
| $2.1M |
| 4 | BOB CIASULLI AUTO GROUP, INC. BOB CIASULLI AUTO GROUP 401(K) PLAN | LITTLE FALLS NJ | 570 | $18.6M | $1.3M |
| 5 | HARVARD MAINTENANCE, INC. HARVARD MAINTENANCE, INC. 401(K) SAVINGS PLAN | MIAMI FL | 4,178 | $29.4M | $1.2M |
| 6 | REMA HOLDINGS LLC CAMMEBY'S INTERNATIONAL LTD 401(K) PLAN | NEW YORK NY | 814 | $46.8M | $1.1M |
| 7 | MYTHICAL, INC. MYTHICAL RETIREMENT PLAN | LOS ANGELES CA | 63 | $7.8M | $803K |
| 8 | RIO FARMS , LLC RIO GILL 401(K) PLAN & TRUST | OXNARD CA | 801 | $17.3M | $288K |
| 9 | STAR CASES, LLC STAR CASES 401(K) PLAN | NORTH SALT LAKE CITY UT | 142 | $5.5M | $69K |
| 10 | STG FAMILY OF COMPANIES, LLC STG FAMILY OF COMPANIES, LLC 401(K) PROFIT SHARING PLAN | COLUMBIANA OH | 156 | $2.6M | $10K |