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 $129.3M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: FID Frdm 2065 CP D, FID Frdm 2065 CP B, FID Frdm 2065 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 | $11.5M |
| 2 | CROWDSTRIKE, INC. CROWDSTRIKE, INC. RETIREMENT TRUST | SUNNYVALE CA | 5,604 | $481.2M | $8.6M |
| 3 | DAVIS POLK & WARDWELL LLP DAVIS POLK & WARDWELL MASTER TRUST | NEW YORK NY | — | $1.2B | $8.1M |
| 4 | EVERCORE PARTNERS SERVICES EAST, LLC EVERCORE PARTNERS SERVICES EAST, LLC RETIREMENT PLAN | NEW YORK NY | 1,763 | $355.1M | $7.2M |
| 5 | COOK INLET REGION, INC. COOK INLET REGION 401(K) RETIREMENT PLAN | ANCHORAGE AK | 5,327 | $589.4M | $6.1M |
| 6 | GROUP 1 AUTOMOTIVE, INC. GROUP 1 AUTOMOTIVE, INC 401(K) SAVINGS PLAN | HOUSTON TX | 13,527 | $539.6M | $5.9M |
| 7 | ARISTA NETWORKS INC. ARISTA NETWORKS INC. 401(K) PLAN | SANTA CLARA CA | 2,212 | $463.5M | $5.1M |
| 8 | MACQUARIE HOLDINGS (U.S.A.) INC. MACQUARIE HOLDINGS (USA) INC. 401(K) PLAN AND TRUST | NEW YORK NY | 2,294 | $720.7M | $4.9M |
| 9 | GERSON LEHRMAN GROUP GERSON LEHRMAN GROUP INC PLAN | NEW YORK NY | 1,253 | $167.6M | $4.6M |
| 10 | ARTERA SERVICES, LLC ARTERA SERVICES, LLC 401(K) PLAN | ATLANTA GA | 3,642 | $234.0M | $4.5M |
