Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 73 U.S. retirement plans report holding FID FREE INDX 2055 IP in their Schedule of Assets, totaling $117.9M 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 | $15.5M |
| 2 | CELONIS, INC. CELONIS, INC. 401(K) PLAN | NEW YORK NY | 801 | $61.6M | $8.2M |
| 3 | DEGREE, INC. LATTICE 401(K) PLAN | SAN FRANCISCO CA | 464 |
| $39.7M |
| $7.5M |
| 4 | BERKSHIRE HATHAWAY SPECIALTY INS BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY RETIREMENT PLA | BOSTON MA | 935 | $174.1M | $5.9M |
| 5 | ZEFR ZEFR 401(K) PLAN | LOS ANGELES CA | 160 | $17.2M | $5.4M |
| 6 | ATS CORPORATION ATS CORPORATION 401K RETIREMENT | LEWIS CENTER OH | 1,471 | $175.4M | $5.3M |
| 7 | CPM ACQUISITION CORP. CPM ACQUISITION CORP. 401(K) RETIREMENT PLAN | WATERLOO IA | 756 | $96.6M | $5.0M |
| 8 | EMERSON COLLECTIVE, LLC EMERSON COLLECTIVE, LLC 401(K) PROFIT SHARING PLAN | PALO ALTO CA | 218 | $41.1M | $4.4M |
| 9 | GUMGUM, INC. GUMGUM, INC. 401(K) PLAN | SANTA MONICA CA | 267 | $26.6M | $4.0M |
| 10 | COMPUNNEL SOFTWARE GROUP INC COMPUNNEL SOFTWARE GROUP INC 401(K) PLAN | PRINCETON NJ | 2,340 | $44.9M | $4.0M |
