Form 5500 Search

FID Frdm INX 2040 B

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 $3.0B in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
43
Reported interest (EOY)
$3.0B
Data source
DOL Form 5500 · Schedule D

Reported on Schedule D under 4 name variants: FID Frdm INX 2040 B, FID Frdm INX 2040 Y, FID Frdm INX 2040 R, FID Frdm INX 2040 C. Counts combine all variants of the same investment.

Plans holding FID Frdm INX 2040 Branked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1KOCH COMPANIES, LLC
KOCH COMPANIES DEFINED CONTRIBUTION MASTER TRUST
WICHITA
KS
$13.4B$568.7M
2UNIVERSAL HEALTH SERVICES, INC.
UNIVERSAL HEALTH SERVICES, INC. RETIREMENT SAVINGS PLAN
KING OF PRUSSIA
PA
64,799$3.7B$320.3M
3GEISINGER SYSTEM SERVICES
GEISINGER SYSTEM SERVICES 401K SAVINGS PLAN
DANVILLE
PA
24,845$3.0B$281.8M
4HITACHI AMERICA, LTD.
HITACHI EMPLOYEE 401(K) RETIREMENT PLAN
RYE BROOK
NY
17,744$3.6B$227.9M
5FRONTIER COMMUNICATIONS PARENT, INC.
FRONTIER COMMUNICATIONS PARENT, INC. MASTER TRUST
NORWALK
CT
$3.1B$224.2M
6JONES LANG LASALLE AMERICAS, INC.
JONES LANG LASALLE SAVINGS AND RETIREMENT PLAN
CHICAGO
IL
38,221$3.9B$223.7M
7CDW LLC
CDW COWORKERS' PROFIT SHARING PLAN
VERNON HILLS
IL
11,353$2.3B$213.4M
8PERATON CORP.
PERATON CORP. RETIREMENT SAVINGS PLAN
RESTON
VA
18,345$2.5B$179.5M
9THE TURNER CORPORATION
TURNER RETIREMENT INVESTMENT PLAN
NEW YORK
NY
7,860$2.8B$157.5M
10LYONDELL CHEMICAL CO, EQUISTAR CHEMICALS LP, & HOUSTON REFINING LP
LYONDELL CHEMICAL COMPANY, EQUISTAR CHEMICALS LP, AND HOUSTON REFINING, LP MASTER TRUST
HOUSTON
TX
$2.8B$141.6M
See all 43 plans holding FID Frdm INX 2040 B
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