Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 75 U.S. retirement plans report holding FID FREE INDX 2045 IP in their Schedule of Assets, totaling $124.0M 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 | $18.3M |
| 2 | BERKSHIRE HATHAWAY SPECIALTY INS BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY RETIREMENT PLA | BOSTON MA | 935 | $174.1M | $12.3M |
| 3 | ATS CORPORATION ATS CORPORATION 401K RETIREMENT |
LEWIS CENTER OH |
| 1,471 |
| $175.4M |
| $7.9M |
| 4 | COMPUNNEL SOFTWARE GROUP INC COMPUNNEL SOFTWARE GROUP INC 401(K) PLAN | PRINCETON NJ | 2,340 | $44.9M | $6.0M |
| 5 | KYB AMERICAS CORPORATION KYB AMERICAS CORPORATION 401(K) PLAN | FRANKLIN IN | 730 | $51.1M | $4.9M |
| 6 | CPM ACQUISITION CORP. CPM ACQUISITION CORP. 401(K) RETIREMENT PLAN | WATERLOO IA | 756 | $96.6M | $4.8M |
| 7 | SUTHERLAND GLOBAL SERVICES, INC. SUTHERLAND GLOBAL SERVICES, INC. 401(K) PLAN | PITTSFORD NY | 3,133 | $103.4M | $4.1M |
| 8 | CELONIS, INC. CELONIS, INC. 401(K) PLAN | NEW YORK NY | 801 | $61.6M | $3.9M |
| 9 | VETOQUINOL USA, INC. VETOQUINOL USA, INC. SAVINGS PROTECTION PLAN | FORT WORTH TX | 171 | $25.6M | $3.8M |
| 10 | EMERSON COLLECTIVE, LLC EMERSON COLLECTIVE, LLC 401(K) PROFIT SHARING PLAN | PALO ALTO CA | 218 | $41.1M | $3.5M |
