Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding FID F IND 2060 INV in their Schedule of Assets, totaling $9.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CUSTOMER VALUE PARTNERS, LLC CVP RETIREMENT SAVINGS PLAN | WASHINGTON DC | 519 | $62.4M | $4.0M |
| 2 | TRELLIS WARE TECHNOLOGIES, INC. TRELLISWARE TECHNOLOGIES 401(K) RETIREMENT PLAN | SAN DIEGO CA | 230 | $49.8M | $1.9M |
| 3 | THARALDSON HOSPITALITY STAFFING, THARALDSON HOSPITALITY STAFFING, LLC 401K PLAN |
DECATUR IL |
| 2,216 |
| $19.5M |
| $755K |
| 4 | PREMIER SELECT SIRES, INC. PREMIER SELECT SIRES 401(K) PLAN | TUNKHANNOCK PA | 130 | $21.0M | $622K |
| 5 | OGARA COACH CO. LLC O'GARA COACH COMPANY, LLC 401(K) PLAN | BEVERLY HILLS CA | 361 | $11.7M | $446K |
| 6 | SDI, INC. SDI, INC. RETIREMENT SAVINGS PLAN | BRISTOL PA | 309 | $14.6M | $413K |
| 7 | RDS ENTERPRISES LLC DBA PORSCHE OF THE MAIN LINE RDS ENTERPRISES LLC DBA PORSCHE OF THE MAIN LINE 401(K) PLAN | NEWTOWN SQUARE PA | 189 | $11.8M | $340K |
| 8 | KDDI AMERICA, INC. KDDI GROUP 401(K) PLAN | STATEN ISLAND NY | 216 | $36.1M | $313K |
| 9 | IYUNO US IYUNO USA INC. 401(K) PLAN | BURBANK CA | 155 | $12.6M | $278K |
| 10 | FOUR STAR MANAGEMENT, LLC CAMPBELL BROTHERS 401(K) PROFIT SHARING PLAN | DELANO CA | 191 | $7.5M | $69K |
