Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelty Fdm Idx 2065 Ipr Registered Investment Company in their Schedule of Assets, totaling $365K 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 | CASCADE DAFO, INC CASCADE DAFO, INC. 401(K) PROFIT SHARING PLAN | FERNDALE WA | 301 | $30.3M | $365K |
