Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 305 U.S. retirement plans report holding FID FREE INDX 2015 PREM in their Schedule of Assets, totaling $13.7M 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 | OBJECT COMPUTING, INC. OBJECT COMPUTING, INC. 401(K) PROFIT SHARING PLAN | ST LOUIS MO | 117 | $19.6M | $1.0M |
| 2 | FINANCIAL STATEMENT SERVICES , INC. FINANCIAL STATEMENT SERVICES, INC. RETIREMENT SAVINGS PLAN | SANTA ANA CA | 216 | $18.1M | $704K |
| 3 | PREMIER B.H., INC. |
LOS ANGELES CA |
| 24 |
| $4.9M |
| $639K |
| 4 | AVL TECHNOLOGIES AVL TECHNOLOGIES 401(K) RETIREMENT PLAN | ASHEVILLE NC | 224 | $29.1M | $587K |
| 5 | FOCUSCORE INC. FOCUSCORE INC. 401(K) PLAN | HOFFMAN ESTATES IL | 130 | $2.6M | $522K |
| 6 | BRANDON & CLARK, INC. BRANDON & CLARK INC. 401(K) PLAN | LUBBOCK TX | 213 | $18.5M | $488K |
| 7 | BOB HOWARD GERMAN IMPORTS, LLC D BOB HOWARD COMPANIES 401(K) PLAN | EDMOND OK | 209 | $13.8M | $453K |
| 8 | XINCON HOME-HEALTHCARE SERVICES XINCON HOME-HEALTHCARE SERVICES PROFIT SHARING PLAN | NEW YORK NY | 4,834 | $16.3M | $421K |
| 9 | ADVANCED FILTRATION SYSTEMS, INC AFSI EMPLOYEE RETIREMENT PLAN | CHAMPAIGN IL | 213 | $29.5M | $305K |
| 10 | WESTFALL TECHNIK, LLC WESTFALL TECHNIK, INC. 401(K) PLAN | TEMPE AZ | 895 | $56.4M | $288K |
