Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 66 U.S. retirement plans report holding FID FREE INDEX 2065 IP in their Schedule of Assets, totaling $19.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NV5, INC. NV5, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 3,441 | $464.3M | $2.9M |
| 2 | HC SALON HOLDINGS, INC. HC SALON HOLDINGS 401(K) PLAN | MCLEAN VA | 4,975 | $51.4M | $1.9M |
| 3 | CELONIS, INC. CELONIS, INC. 401(K) PLAN | NEW YORK |
| 801 |
| $61.6M |
| $1.7M |
| 4 | CORTICA BEHAVIORAL HEALTH INC CORTICA BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN TRUST | SAN DIEGO CA | 1,685 | $16.7M | $1.3M |
| 5 | BERKSHIRE HATHAWAY SPECIALTY INS BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY RETIREMENT PLA | BOSTON MA | 935 | $174.1M | $1.0M |
| 6 | ENVISION MOTORS MANAGEMENT, LLC ENVISION MOTORS 401(K) PLAN | WEST COVINA CA | 956 | $19.0M | $852K |
| 7 | ATS CORPORATION ATS CORPORATION 401K RETIREMENT | LEWIS CENTER OH | 1,471 | $175.4M | $851K |
| 8 | BLUE SPRIG PEDIATRICS, INC. BLUE SPRIG PEDIATRICS, INC. | HOUSTON TX | 3,687 | $24.0M | $829K |
| 9 | GQG PARTNERS LLC GQG PARTNERS LLC RETIREMENT PLAN | FORT LAUDERDALE FL | 191 | $21.5M | $803K |
| 10 | YUGO USA LLC YUGO USA LLC 401(K) PLAN | DENVER CO | 278 | $4.4M | $670K |
