Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 54 U.S. retirement plans report holding FID FREE INDX INCOME IP in their Schedule of Assets, totaling $12.5M 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 | NV5, INC. NV5, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 3,441 | $464.3M | $5.4M |
| 2 | ATS CORPORATION ATS CORPORATION 401K RETIREMENT | LEWIS CENTER OH | 1,471 | $175.4M | $2.4M |
| 3 | SHOPLC GLOBAL, INC. SHOPLC GLOBAL, INC. 401(K) PLAN |
| 353 |
| $14.3M |
| $1.4M |
| 4 | SPECIALIST RESOURCES GLOBAL, INC. SPECIALIST RESOURCES GLOBAL, INC. 401(K) PLAN | FRANKLIN TN | 486 | $34.9M | $646K |
| 5 | LOCUS MANAGEMENT LOCUS MANAGEMENT 401(K) | SOLON OH | 87 | $4.0M | $328K |
| 6 | KYB AMERICAS CORPORATION KYB AMERICAS CORPORATION 401(K) PLAN | FRANKLIN IN | 730 | $51.1M | $251K |
| 7 | ASB SPORTS ACQUISITION, INC. ASB SPORTS ACQUISITION, INC. 401(K) RETIREMENT PLAN | SWANTON OH | 583 | $16.0M | $235K |
| 8 | EPIC SCIENCES, INC. EPIC SCIENCES, INC. 401(K) PLAN | SAN DIEGO CA | 60 | $5.8M | $161K |
| 9 | LOCUS HOLDINGS LLC LOCUS MANAGEMENT 401(K) | SOLON OH | 63 | $3.9M | $161K |
| 10 | HC SALON HOLDINGS, INC. HC SALON HOLDINGS 401(K) PLAN | MCLEAN VA | 4,975 | $51.4M | $158K |
