Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding FID Freedom 2055 K in their Schedule of Assets, totaling $54.9M 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 | AMERICAN CAST IRON PIPE COMPANY AMERICAN CAST IRON PIPE COMPANY MASTER TRUST | BIRMINGHAM AL | — | $569.6M | $11.5M |
| 2 | GUSMER ENTERPRISES, INC. GUSMER ENTERPRISES INC. EMPLOYEES 401(K) SAVINGS AND PROFIT SHARING RETIREMENT PLAN | MOUNTAINSIDE NJ | 301 | $74.9M | $3.7M |
| 3 | BGB COMMUNICATIONS, LLC |
NEW YORK NY |
| 423 |
| $51.2M |
| $3.6M |
| 4 | PREDICTIVE INDEX, LLC PREDICTIVE INDEX RETIREMENT TRUST PLAN | WESTWOOD MA | 219 | $30.9M | $3.2M |
| 5 | THE MISSION ESSENTIAL GROUP, LLC MISSION ESSENTIAL GROUP, LLC RETIREMENT PLAN | NEW ALBANY OH | 885 | $39.8M | $3.0M |
| 6 | THE INSTITUTE FOR APPLIED NETWORK SECURITY THE INSTITUTE FOR APPLIED NETWORK SECURITY 401(K) PLAN | BOSTON MA | 200 | $14.6M | $2.6M |
| 7 | EMARSYS NORTH AMERICA, INC. EMARSYS NORTH AMERICA, INC. 401(K) PLAN | INDIANAPOLIS IN | 109 | $10.7M | $2.0M |
| 8 | PAXTON MEDIA GROUP LLC PAXTON MEDIA GROUP LLC EMPLOYEE RETIREMENT SAVING | PADUCAH KY | 876 | $60.6M | $1.8M |
| 9 | CBC ACQUISITION, LLC DBA CITY BREWING CO., LLC CITY BREWING COMPANY SALARIED 401(K) PLAN | LA CROSSE WI | 517 | $33.2M | $1.7M |
| 10 | AIR LINE PILOTS ASSOCIATION INTERNATIONAL AIR LINE PILOTS ASSOCIATION, INTERNATIONAL DEFERRED SAVINGS PLAN BARGAINING PROFESSIONAL ADMIN EMP. | MCLEAN VA | 224 | $138.3M | $1.5M |
