Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 43 retirement plans report an interest in this investment, totaling $2.9B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 4 name variants: FID Frdm INX 2035 B, FID Frdm INX 2035 Y, FID Frdm INX 2035 R, FID Frdm INX 2035 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 | $587.8M |
| 2 | UNIVERSAL HEALTH SERVICES, INC. UNIVERSAL HEALTH SERVICES, INC. RETIREMENT SAVINGS PLAN | KING OF PRUSSIA PA | 64,799 | $3.7B | $306.9M |
| 3 | HITACHI AMERICA, LTD. HITACHI EMPLOYEE 401(K) RETIREMENT PLAN | RYE BROOK NY | 17,744 | $3.6B | $280.4M |
| 4 | GEISINGER SYSTEM SERVICES GEISINGER SYSTEM SERVICES 401K SAVINGS PLAN | DANVILLE PA | 24,845 | $3.0B | $269.5M |
| 5 | FRONTIER COMMUNICATIONS PARENT, INC. FRONTIER COMMUNICATIONS PARENT, INC. MASTER TRUST | NORWALK CT | — | $3.1B | $240.1M |
| 6 | PERATON CORP. PERATON CORP. RETIREMENT SAVINGS PLAN | RESTON VA | 18,345 | $2.5B | $209.1M |
| 7 | JONES LANG LASALLE AMERICAS, INC. JONES LANG LASALLE SAVINGS AND RETIREMENT PLAN | CHICAGO IL | 38,221 | $3.9B | $177.1M |
| 8 | CDW LLC CDW COWORKERS' PROFIT SHARING PLAN | VERNON HILLS IL | 11,353 | $2.3B | $157.1M |
| 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 | $156.5M |
| 10 | THE TURNER CORPORATION TURNER RETIREMENT INVESTMENT PLAN | NEW YORK NY | 7,860 | $2.8B | $138.3M |
