Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 125 retirement plans report an interest in this investment, totaling $15.3B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 4 name variants: FID Growth CO Pool A, FID Growth CO Pool, FID Growth CO Pool CL O, FID Growth CO Pool CL D. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC NTESS SAVINGS AND INCOME PLAN | ALBUQUERQUE NM | 15,950 | $7.2B | $1.0B |
| 2 | EATON CORPORATION EATON SAVINGS TRUST | CLEVELAND OH | — | $8.5B | $474.7M |
| 3 | UL LLC UL FINANCIAL SECURITY PLAN | NORTHBROOK IL | 5,568 | $2.0B | $378.6M |
| 4 | THALES USA, INC. THALES INCENTIVE 401(K) SAVINGS PLAN | ARLINGTON VA | 4,907 | $1.6B | $372.7M |
| 5 | MASSACHUSETTS INSTITUTE OF TECHNOLOGY MASSACHUSETTS INSTITUTE OF TECHNOLOGY SUPPLEMENTAL 401(K) PLAN | CAMBRIDGE MA | 15,125 | $7.7B | $344.7M |
| 6 | GRAPHIC PACKAGING INTERNATIONAL, LLC GRAPHIC PACKAGING INTL., LLC MASTER TRUST | ATLANTA GA | — | $1.8B | $339.7M |
| 7 | PACIFIC MARITIME ASSOCIATION ILWU-PMA SAVINGS (401(K)) PLAN | SAN FRANCISCO CA | 17,127 | $3.1B | $312.9M |
| 8 | THE NEIMAN MARCUS GROUP LLC THE NEIMAN MARCUS GROUP LLC RETIREMENT SAVINGS PLAN | DALLAS TX | 9,666 | $1.4B | $286.5M |
| 9 | NISOURCE INC NISOURCE INC RETIREMENT SAVINGS PLAN | MERRILLVILLE IN | 7,982 | $2.0B | $276.4M |
| 10 | W.R. BERKLEY CORPORATION W.R. BERKLEY CORPORATION PROFIT SHARING PLAN | GREENWICH CT | 6,382 | $2.3B | $274.7M |
