Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding FID FREE INDX 2015 IP in their Schedule of Assets, totaling $3.4M 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 | MILTONS DISTRIBUTING CO., INC. MILTON'S DISTRIBUTING CO., INC. 401(K) PLAN | MANSFIELD MA | 128 | $11.9M | $651K |
| 2 | HC SALON HOLDINGS, INC. HC SALON HOLDINGS 401(K) PLAN | MCLEAN VA | 4,975 | $51.4M | $466K |
| 3 | THE AMYOTROPHIC LATERAL THE ALS ASSOCIATION PROFIT SHARING 401(K) PLAN |
ARLINGTON VA |
| 357 |
| $24.3M |
| $446K |
| 4 | GRAND HOMES ORGANIZATION, LLC GRAND HOMES ORGANIZATION, LLC 401(K) PLAN | ADDISON TX | 195 | $15.3M | $377K |
| 5 | WILWOOD ENGINEERING WILWOOD ENGINEERING 401(K) PLAN | CAMARILLO CA | 307 | $15.1M | $355K |
| 6 | SUTHERLAND GLOBAL SERVICES, INC. SUTHERLAND GLOBAL SERVICES, INC. 401(K) PLAN | PITTSFORD NY | 3,133 | $103.4M | $331K |
| 7 | BRISTOL FARMS, INC. BRISTOL FARMS, INC. 401(K) SAVINGS PLAN | CARSON CA | 2,022 | $46.6M | $116K |
| 8 | CROWN HEALTH CARE LAUNDRY SERVIC CROWN HEALTH CARE LAUNDRY SERVICES 401(K) PLAN | PENSACOLA FL | 843 | $11.0M | $99K |
| 9 | BERKSHIRE HATHAWAY SPECIALTY INS BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY RETIREMENT PLA | BOSTON MA | 935 | $174.1M | $95K |
| 10 | EASTERN FISHERIES, INC. EASTERN FISHERIES 401(K) PLAN | NEW BEDFORD MA | 234 | $19.7M | $68K |
