Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 44 retirement plans report an interest in this investment, totaling $278.5M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: FID Frdm INX 2065 B, FID Frdm INX 2065 Y, FID Frdm INX 2065 R, FID Frdm INX 2065, FID Frdm INX 2065 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 | $57.3M |
| 2 | EPIC SYSTEMS CORPORATION EPIC SYSTEMS CORPORATION 401(K) PLAN | VERONA WI | 13,997 | $2.9B | $51.6M |
| 3 | GEISINGER SYSTEM SERVICES GEISINGER SYSTEM SERVICES 401K SAVINGS PLAN | DANVILLE PA | 24,845 | $3.0B | $29.7M |
| 4 | UNIVERSAL HEALTH SERVICES, INC. UNIVERSAL HEALTH SERVICES, INC. RETIREMENT SAVINGS PLAN | KING OF PRUSSIA PA | 64,799 | $3.7B | $25.9M |
| 5 | JONES LANG LASALLE AMERICAS, INC. JONES LANG LASALLE SAVINGS AND RETIREMENT PLAN | CHICAGO IL | 38,221 | $3.9B | $21.6M |
| 6 | THE TURNER CORPORATION TURNER RETIREMENT INVESTMENT PLAN | NEW YORK NY | 7,860 | $2.8B | $18.9M |
| 7 | PERATON CORP. PERATON CORP. RETIREMENT SAVINGS PLAN | RESTON VA | 18,345 | $2.5B | $15.9M |
| 8 | HITACHI AMERICA, LTD. HITACHI EMPLOYEE 401(K) RETIREMENT PLAN | RYE BROOK NY | 17,744 | $3.6B | $13.7M |
| 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 | $6.0M |
| 10 | 7-ELEVEN, INC. 7-ELEVEN, INC. 401(K) PLAN | IRVING TX | 66,965 | $1.0B | $4.8M |
