Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 27 retirement plans report an interest in this investment, totaling $3.3M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: FID Frdm 2070 CP D, FID Frdm 2070 CP B, FID Frdm 2070 CP J. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | AHLSTROM USA INC. AHLSTROM RETIREMENT SAVINGS PLAN | WINDSOR LOCKS CT | 2,864 | $624.6M | $1.3M |
| 2 | ING FINANCIAL SERVICES LLC ING FINANCIAL SERVICES LLC 401(K) SAVINGS PLAN | NEW YORK NY | 752 | $510.3M | $317K |
| 3 | MYRIAD GENETICS, INC. MYRIAD GENETICS, INC. 401(K) PROFIT SHARING PLAN |
SALT LAKE CITY UT |
| 2,670 |
| $526.3M |
| $217K |
| 4 | GEI CONSULTANTS, INC. GEI PROFIT SHARING AND 401(K) PLAN | WAKEFIELD MA | 1,247 | $315.9M | $209K |
| 5 | AMERICAN TOWER CORPORATION AMERICAN TOWER RETIREMENT SAVINGS PLAN | BOSTON MA | 2,407 | $624.3M | $199K |
| 6 | TRIMAS CORPORATION TRIMAS CORPORATION HOURLY RETIREMENT PROGRAM | BLOOMFIELD HILLS MI | 1,644 | $94.7M | $184K |
| 7 | EVERCORE PARTNERS SERVICES EAST, LLC EVERCORE PARTNERS SERVICES EAST, LLC RETIREMENT PLAN | NEW YORK NY | 1,864 | $449.8M | $181K |
| 8 | TRIMAS CORPORATION TRIMAS CORPORATION SALARIED RETIREMENT PROGRAM | BLOOMFIELD HILLS MI | 555 | $131.9M | $166K |
| 9 | ALMAC GROUP, INC. ALMAC 401(K) RETIREMENT PLAN | SOUDERTON PA | 2,141 | $283.2M | $153K |
| 10 | TAYLOR MORRISON, INC. TAYLOR MORRISON 401(K) SAVINGS PLAN | SCOTTSDALE AZ | 2,930 | $437.7M | $108K |
