Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 40 retirement plans report an interest in this investment, totaling $804.4M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: FID Frdm INX 2020 B, FID Frdm INX 2020 Y, FID Frdm INX 2020 R, FID Frdm INX 2020, FID Frdm INX 2020 C. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | KOCH COMPANIES, LLC KOCH COMPANIES DEFINED CONTRIBUTION MASTER TRUST | WICHITA KS | — | $13.4B | $199.2M |
| 2 | UNIVERSAL HEALTH SERVICES, INC. UNIVERSAL HEALTH SERVICES, INC. RETIREMENT SAVINGS PLAN | KING OF PRUSSIA PA | 64,799 | $3.7B | $93.4M |
| 3 | 7-ELEVEN, INC. 7-ELEVEN, INC. 401(K) PLAN | IRVING TX | 66,965 | $1.0B | $87.1M |
| 4 | GEISINGER SYSTEM SERVICES GEISINGER SYSTEM SERVICES 401K SAVINGS PLAN | DANVILLE PA | 24,845 | $3.0B | $85.7M |
| 5 | HITACHI AMERICA, LTD. HITACHI EMPLOYEE 401(K) RETIREMENT PLAN | RYE BROOK NY | 17,744 | $3.6B | $69.8M |
| 6 | PERATON CORP. PERATON CORP. RETIREMENT SAVINGS PLAN | RESTON VA | 18,345 | $2.5B | $64.8M |
| 7 | JONES LANG LASALLE AMERICAS, INC. JONES LANG LASALLE SAVINGS AND RETIREMENT PLAN | CHICAGO IL | 38,221 | $3.9B | $44.1M |
| 8 | FRONTIER COMMUNICATIONS PARENT, INC. FRONTIER COMMUNICATIONS PARENT, INC. MASTER TRUST | NORWALK CT | — | $3.1B | $39.5M |
| 9 | LYONDELL CHEMICAL CO, EQUISTAR CHEMICALS LP, & HOUSTON REFINING LP LYONDELL CHEMICAL COMPANY, EQUISTAR CHEMICALS LP, AND HOUSTON REFINING, LP MASTER TRUST | HOUSTON TX | — | $2.8B | $35.5M |
| 10 | THE TURNER CORPORATION TURNER RETIREMENT INVESTMENT PLAN | NEW YORK NY | 7,860 | $2.8B | $33.3M |
