Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 29 retirement plans report an interest in this investment, totaling $26.8M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: FID Frdm Retire D, FID Frdm Retire B. 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 | $3.3M |
| 2 | TAYLOR MORRISON, INC. TAYLOR MORRISON 401(K) SAVINGS PLAN | SCOTTSDALE AZ | 2,930 | $437.7M | $2.8M |
| 3 | MYRIAD GENETICS, INC. MYRIAD GENETICS, INC. 401(K) PROFIT SHARING PLAN |
SALT LAKE CITY UT |
| 2,670 |
| $526.3M |
| $2.0M |
| 4 | EVERCORE PARTNERS SERVICES EAST, LLC EVERCORE PARTNERS SERVICES EAST, LLC RETIREMENT PLAN | NEW YORK NY | 1,864 | $449.8M | $1.7M |
| 5 | SKYWORKS SOLUTIONS, INC. SKYWORKS SOLUTIONS SAVINGS AND RETIREMENT 401(K) PLAN | WOBURN MA | 2,448 | $947.8M | $1.6M |
| 6 | S&B ENGINEERS AND CONSTRUCTORS,LTD. S & B ENGINEERS AND CONSTRUCTORS, LTD. RETIREMENT SAVINGS PLAN | HOUSTON TX | 2,270 | $618.5M | $1.6M |
| 7 | INEIGHT INC. INEIGHT INC. 401(K) PLAN | SCOTTSDALE AZ | 259 | $53.0M | $1.2M |
| 8 | GEI CONSULTANTS, INC. GEI PROFIT SHARING AND 401(K) PLAN | WAKEFIELD MA | 1,247 | $315.9M | $1.2M |
| 9 | ING FINANCIAL SERVICES LLC ING FINANCIAL SERVICES LLC 401(K) SAVINGS PLAN | NEW YORK NY | 752 | $510.3M | $1.2M |
| 10 | PROGRESS SOFTWARE CORPORATION PROGRESS SOFTWARE CORPORATION 401(K) PLAN | BURLINGTON MA | 1,048 | $463.3M | $1.1M |
