Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 63 retirement plans report an interest in this investment, totaling $1.2B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: FID Frdm 2040 CP D, FID Frdm 2040 CP B, FID Frdm 2040 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 | $122.3M |
| 2 | EISAI CORPORATION OF NORTH AMERICA THE EISAI RETIREMENT PLAN | NUTLEY NJ | 1,779 | $927.2M | $64.9M |
| 3 | INFORMA USA, INC. INFORMA USA, INC. 401(K) PLAN | LAKE SUCCESS NY | 3,814 | $763.3M | $56.0M |
| 4 | COOK INLET REGION, INC. COOK INLET REGION 401(K) RETIREMENT PLAN | ANCHORAGE AK | 5,327 | $589.4M | $54.0M |
| 5 | AMERICAN TOWER CORPORATION AMERICAN TOWER RETIREMENT SAVINGS PLAN | BOSTON MA | 2,436 | $522.8M | $43.8M |
| 6 | JAZZ PHARMACEUTICALS, INC. JAZZ PHARMACEUTICALS, INC. 401K PLAN | PALO ALTO CA | 1,473 | $373.8M | $42.8M |
| 7 | MACQUARIE HOLDINGS (U.S.A.) INC. MACQUARIE HOLDINGS (USA) INC. 401(K) PLAN AND TRUST | NEW YORK NY | 2,294 | $720.7M | $42.7M |
| 8 | GROUP 1 AUTOMOTIVE, INC. GROUP 1 AUTOMOTIVE, INC 401(K) SAVINGS PLAN | HOUSTON TX | 13,527 | $539.6M | $41.8M |
| 9 | MYRIAD GENETICS, INC. MYRIAD GENETICS, INC. 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 2,729 | $458.1M | $41.0M |
| 10 | DAVIS POLK & WARDWELL LLP DAVIS POLK & WARDWELL MASTER TRUST | NEW YORK NY | — | $1.2B | $37.2M |
