Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 70 U.S. retirement plans report holding FID FREE INDX 2040 IP in their Schedule of Assets, totaling $131.0M 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 | $22.1M |
| 2 | ATS CORPORATION ATS CORPORATION 401K RETIREMENT | LEWIS CENTER OH | 1,471 | $175.4M | $11.0M |
| 3 | BERKSHIRE HATHAWAY SPECIALTY INS BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY RETIREMENT PLA |
BOSTON MA |
| 935 |
| $174.1M |
| $10.5M |
| 4 | SUTHERLAND GLOBAL SERVICES, INC. SUTHERLAND GLOBAL SERVICES, INC. 401(K) PLAN | PITTSFORD NY | 3,133 | $103.4M | $7.5M |
| 5 | KYB AMERICAS CORPORATION KYB AMERICAS CORPORATION 401(K) PLAN | FRANKLIN IN | 730 | $51.1M | $5.5M |
| 6 | CPM ACQUISITION CORP. CPM ACQUISITION CORP. 401(K) RETIREMENT PLAN | WATERLOO IA | 756 | $96.6M | $5.5M |
| 7 | VETOQUINOL USA, INC. VETOQUINOL USA, INC. SAVINGS PROTECTION PLAN | FORT WORTH TX | 171 | $25.6M | $5.4M |
| 8 | HC SALON HOLDINGS, INC. HC SALON HOLDINGS 401(K) PLAN | MCLEAN VA | 4,975 | $51.4M | $5.2M |
| 9 | BRISTOL FARMS, INC. BRISTOL FARMS, INC. 401(K) SAVINGS PLAN | CARSON CA | 2,022 | $46.6M | $5.0M |
| 10 | EMERSON COLLECTIVE, LLC EMERSON COLLECTIVE, LLC 401(K) PROFIT SHARING PLAN | PALO ALTO CA | 218 | $41.1M | $3.1M |
