Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 74 U.S. retirement plans report holding FID FREE INDX 2060 IP in their Schedule of Assets, totaling $61.5M 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 | 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 | NV5, INC. NV5, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA |
| 3,441 |
| $464.3M |
| $4.2M |
| 4 | GUMGUM, INC. GUMGUM, INC. 401(K) PLAN | SANTA MONICA CA | 267 | $26.6M | $3.9M |
| 5 | DEGREE, INC. LATTICE 401(K) PLAN | SAN FRANCISCO CA | 464 | $39.7M | $3.6M |
| 6 | CORTICA BEHAVIORAL HEALTH INC CORTICA BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN TRUST | SAN DIEGO CA | 1,685 | $16.7M | $3.5M |
| 7 | CPM ACQUISITION CORP. CPM ACQUISITION CORP. 401(K) RETIREMENT PLAN | WATERLOO IA | 756 | $96.6M | $2.9M |
| 8 | BLUE SPRIG PEDIATRICS, INC. BLUE SPRIG PEDIATRICS, INC. | HOUSTON TX | 3,687 | $24.0M | $2.8M |
| 9 | BERKSHIRE HATHAWAY SPECIALTY INS BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY RETIREMENT PLA | BOSTON MA | 935 | $174.1M | $2.4M |
| 10 | EMERSON COLLECTIVE, LLC EMERSON COLLECTIVE, LLC 401(K) PROFIT SHARING PLAN | PALO ALTO CA | 218 | $41.1M | $2.1M |
