Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 57 U.S. retirement plans report holding FID FREE INDX 2020 IP in their Schedule of Assets, totaling $37.8M 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 | $9.5M |
| 2 | ATS CORPORATION ATS CORPORATION 401K RETIREMENT | LEWIS CENTER OH | 1,471 | $175.4M | $6.1M |
| 3 | CPM ACQUISITION CORP. CPM ACQUISITION CORP. 401(K) RETIREMENT PLAN |
WATERLOO IA |
| 756 |
| $96.6M |
| $4.6M |
| 4 | BRISTOL FARMS, INC. BRISTOL FARMS, INC. 401(K) SAVINGS PLAN | CARSON CA | 2,022 | $46.6M | $3.3M |
| 5 | SUTHERLAND GLOBAL SERVICES, INC. SUTHERLAND GLOBAL SERVICES, INC. 401(K) PLAN | PITTSFORD NY | 3,133 | $103.4M | $1.9M |
| 6 | CROWLEY CHRYSLER PLYMOUTH, INC. CROWLEY AUTOMOTIVE GROUP 401(K) PLAN | BRISTOL CT | 106 | $11.2M | $1.4M |
| 7 | WILWOOD ENGINEERING WILWOOD ENGINEERING 401(K) PLAN | CAMARILLO CA | 307 | $15.1M | $1.3M |
| 8 | HC SALON HOLDINGS, INC. HC SALON HOLDINGS 401(K) PLAN | MCLEAN VA | 4,975 | $51.4M | $1.3M |
| 9 | KYB AMERICAS CORPORATION KYB AMERICAS CORPORATION 401(K) PLAN | FRANKLIN IN | 730 | $51.1M | $1.2M |
| 10 | BERKSHIRE HATHAWAY SPECIALTY INS BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY RETIREMENT PLA | BOSTON MA | 935 | $174.1M | $971K |
