Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 68 U.S. retirement plans report holding FID FREE INDX 2060 IP in their Schedule of Assets, totaling $53.0M 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 | CELONIS, INC. CELONIS, INC. 401(K) PLAN | NEW YORK NY | 801 | $61.6M | $7.0M |
| 2 | ATS CORPORATION ATS CORPORATION 401K RETIREMENT | LEWIS CENTER OH | 1,471 | $175.4M | $4.6M |
| 3 | GUMGUM, INC. GUMGUM, INC. 401(K) PLAN | SANTA MONICA CA |
| 267 |
| $26.6M |
| $3.9M |
| 4 | DEGREE, INC. LATTICE 401(K) PLAN | SAN FRANCISCO CA | 464 | $39.7M | $3.6M |
| 5 | CORTICA BEHAVIORAL HEALTH INC CORTICA BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN TRUST | SAN DIEGO CA | 1,685 | $16.7M | $3.5M |
| 6 | BLUE SPRIG PEDIATRICS, INC. BLUE SPRIG PEDIATRICS, INC. | HOUSTON TX | 3,687 | $24.0M | $2.8M |
| 7 | BERKSHIRE HATHAWAY SPECIALTY INS BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY RETIREMENT PLA | BOSTON MA | 935 | $174.1M | $2.4M |
| 8 | EMERSON COLLECTIVE, LLC EMERSON COLLECTIVE, LLC 401(K) PROFIT SHARING PLAN | PALO ALTO CA | 218 | $41.1M | $2.1M |
| 9 | CLEARCOMPANY CLEARCOMPANY 401(K) PLAN | LEWISTON ME | 289 | $15.6M | $1.6M |
| 10 | HC SALON HOLDINGS, INC. HC SALON HOLDINGS 401(K) PLAN | MCLEAN VA | 4,975 | $51.4M | $1.5M |
