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 $399.7M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: FID Frdm 2060 CP D, FID Frdm 2060 CP B, FID Frdm 2060 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 | $30.1M |
| 2 | CROWDSTRIKE, INC. CROWDSTRIKE, INC. RETIREMENT TRUST | SUNNYVALE CA | 5,604 | $481.2M | $28.6M |
| 3 | GERSON LEHRMAN GROUP GERSON LEHRMAN GROUP INC PLAN | NEW YORK NY | 1,253 | $167.6M | $24.2M |
| 4 | MACQUARIE HOLDINGS (U.S.A.) INC. MACQUARIE HOLDINGS (USA) INC. 401(K) PLAN AND TRUST | NEW YORK NY | 2,294 | $720.7M | $18.8M |
| 5 | DAVIS POLK & WARDWELL LLP DAVIS POLK & WARDWELL MASTER TRUST | NEW YORK NY | — | $1.2B | $17.9M |
| 6 | GROUP 1 AUTOMOTIVE, INC. GROUP 1 AUTOMOTIVE, INC 401(K) SAVINGS PLAN | HOUSTON TX | 13,527 | $539.6M | $15.9M |
| 7 | COOK INLET REGION, INC. COOK INLET REGION 401(K) RETIREMENT PLAN | ANCHORAGE AK | 5,327 | $589.4M | $15.3M |
| 8 | EVERCORE PARTNERS SERVICES EAST, LLC EVERCORE PARTNERS SERVICES EAST, LLC RETIREMENT PLAN | NEW YORK NY | 1,763 | $355.1M | $13.8M |
| 9 | MYRIAD GENETICS, INC. MYRIAD GENETICS, INC. 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 2,729 | $458.1M | $13.6M |
| 10 | INFORMA USA, INC. INFORMA USA, INC. 401(K) PLAN | LAKE SUCCESS NY | 3,814 | $763.3M | $13.4M |
