Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Management Trust FDM Index 2040 Fund in their Schedule of Assets, totaling $19.8M 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 | WILLISTON FINANCIAL GROUP, LLC WILLISTON FINANCIAL GROUP LLC 401(K) PLAN | PORTLAND OR | 1,421 | $98.1M | $19.8M |
