Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 60 retirement plans report an interest in this investment, totaling $87.3M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: FID Frdm 2015 CP D, FID Frdm 2015 CP B, FID Frdm 2015 CP J. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | THE MITRE CORPORATION THE MITRE CORPORATION QUALIFIED RETIREMENT PLAN | MCLEAN VA | 11,989 | $2.8B | $31.2M |
| 2 | COOK INLET REGION, INC. COOK INLET REGION 401(K) RETIREMENT PLAN | ANCHORAGE AK | 5,327 | $589.4M | $5.5M |
| 3 | SYSTEMS PLANNING AND ANALYSIS, INC. SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN AND TRUST | ALEXANDRIA VA | 2,052 | $428.3M | $3.9M |
| 4 | INFORMA USA, INC. INFORMA USA, INC. 401(K) PLAN | LAKE SUCCESS NY | 3,814 | $763.3M | $3.0M |
| 5 | EVERCORE PARTNERS SERVICES EAST, LLC EVERCORE PARTNERS SERVICES EAST, LLC RETIREMENT PLAN | NEW YORK NY | 1,763 | $355.1M | $2.8M |
| 6 | EISAI CORPORATION OF NORTH AMERICA THE EISAI RETIREMENT PLAN | NUTLEY NJ | 1,779 | $927.2M | $2.7M |
| 7 | GROUP 1 AUTOMOTIVE, INC. GROUP 1 AUTOMOTIVE, INC 401(K) SAVINGS PLAN | HOUSTON TX | 13,527 | $539.6M | $2.5M |
| 8 | ALTERRA MOUNTAIN COMPANY ALTERRA MOUNTAIN COMPANY U.S. INC. 401(K) RETIREMENT PLAN | DENVER CO | 19,494 | $365.8M | $2.5M |
| 9 | EPICOR SOFTWARE CORPORATION EPICOR SOFTWARE 401(K) SAVINGS PLAN | AUSTIN TX | 2,084 | $618.6M | $2.1M |
| 10 | PROGRESS SOFTWARE CORPORATION PROGRESS SOFTWARE CORPORATION 401(K) PLAN | BURLINGTON MA | 1,254 | $405.5M | $2.0M |
