Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 62 retirement plans report an interest in this investment, totaling $712.0M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: FID Frdm 2025 CP D, FID Frdm 2025 CP B, FID Frdm 2025 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 | $161.7M |
| 2 | EISAI CORPORATION OF NORTH AMERICA THE EISAI RETIREMENT PLAN | NUTLEY NJ | 1,779 | $927.2M | $40.7M |
| 3 | INFORMA USA, INC. INFORMA USA, INC. 401(K) PLAN | LAKE SUCCESS NY | 3,814 | $763.3M | $36.5M |
| 4 | COOK INLET REGION, INC. COOK INLET REGION 401(K) RETIREMENT PLAN | ANCHORAGE AK | 5,327 | $589.4M | $31.3M |
| 5 | GROUP 1 AUTOMOTIVE, INC. GROUP 1 AUTOMOTIVE, INC 401(K) SAVINGS PLAN | HOUSTON TX | 13,527 | $539.6M | $27.9M |
| 6 | EPICOR SOFTWARE CORPORATION EPICOR SOFTWARE 401(K) SAVINGS PLAN | AUSTIN TX | 2,084 | $618.6M | $23.0M |
| 7 | SYSTEMS PLANNING AND ANALYSIS, INC. SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN AND TRUST | ALEXANDRIA VA | 2,052 | $428.3M | $21.2M |
| 8 | ALTERRA MOUNTAIN COMPANY ALTERRA MOUNTAIN COMPANY U.S. INC. 401(K) RETIREMENT PLAN | DENVER CO | 19,494 | $365.8M | $17.3M |
| 9 | WATTS WATER TECHNOLOGIES, INC. WATTS WATER TECHNOLOGIES, INC. 401(K) SAVINGS PLAN | NORTH ANDOVER MA | 2,275 | $342.4M | $16.6M |
| 10 | DAVIS POLK & WARDWELL LLP DAVIS POLK & WARDWELL MASTER TRUST | NEW YORK NY | — | $1.2B | $16.1M |
