Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 50 U.S. retirement plans report holding FID FREE INDX INCOME IP in their Schedule of Assets, totaling $6.3M 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 | ATS CORPORATION ATS CORPORATION 401K RETIREMENT | LEWIS CENTER OH | 1,471 | $175.4M | $2.4M |
| 2 | SHOPLC GLOBAL, INC. SHOPLC GLOBAL, INC. 401(K) PLAN | AUSTIN TX | 353 | $14.3M | $1.4M |
| 3 | LOCUS MANAGEMENT LOCUS MANAGEMENT 401(K) | SOLON OH | 87 | $4.0M | $328K |
| 4 | KYB AMERICAS CORPORATION KYB AMERICAS CORPORATION 401(K) PLAN | FRANKLIN IN | 730 | $51.1M | $251K |
| 5 | ASB SPORTS ACQUISITION, INC. ASB SPORTS ACQUISITION, INC. 401(K) RETIREMENT PLAN | SWANTON OH | 583 | $16.0M | $235K |
| 6 | LOCUS HOLDINGS LLC LOCUS MANAGEMENT 401(K) | SOLON OH | 63 | $3.9M | $161K |
| 7 | HC SALON HOLDINGS, INC. HC SALON HOLDINGS 401(K) PLAN | MCLEAN VA | 4,975 | $51.4M | $158K |
| 8 | BERKSHIRE HATHAWAY SPECIALTY INS BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY RETIREMENT PLA | BOSTON MA | 935 | $174.1M | $131K |
| 9 | NEW BRITAIN TRANSPORTATION COMPA NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PL | BERLIN CT | 293 | $4.2M | $130K |
| 10 | EMERSON COLLECTIVE, LLC EMERSON COLLECTIVE, LLC 401(K) PROFIT SHARING PLAN | PALO ALTO CA | 218 | $41.1M | $110K |
