Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding FID FREEDOM IND 2040 INVESTOR in their Schedule of Assets, totaling $21.6M 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 | TRELLIS WARE TECHNOLOGIES, INC. TRELLISWARE TECHNOLOGIES 401(K) RETIREMENT PLAN | SAN DIEGO CA | 230 | $49.8M | $5.6M |
| 2 | CUSTOMER VALUE PARTNERS, LLC CVP RETIREMENT SAVINGS PLAN | WASHINGTON DC | 519 | $62.4M | $5.3M |
| 3 | KDDI AMERICA, INC. KDDI GROUP 401(K) PLAN |
STATEN ISLAND NY |
| 216 |
| $36.1M |
| $4.7M |
| 4 | PREMIER SELECT SIRES, INC. PREMIER SELECT SIRES 401(K) PLAN | TUNKHANNOCK PA | 130 | $21.0M | $2.5M |
| 5 | THARALDSON HOSPITALITY STAFFING, THARALDSON HOSPITALITY STAFFING, LLC 401K PLAN | DECATUR IL | 2,216 | $19.5M | $1.4M |
| 6 | OGARA COACH CO. LLC O'GARA COACH COMPANY, LLC 401(K) PLAN | BEVERLY HILLS CA | 361 | $11.7M | $771K |
| 7 | RDS ENTERPRISES LLC DBA PORSCHE OF THE MAIN LINE RDS ENTERPRISES LLC DBA PORSCHE OF THE MAIN LINE 401(K) PLAN | NEWTOWN SQUARE PA | 189 | $11.8M | $463K |
| 8 | FOUR STAR MANAGEMENT, LLC CAMPBELL BROTHERS 401(K) PROFIT SHARING PLAN | DELANO CA | 191 | $7.5M | $412K |
| 9 | SDI, INC. SDI, INC. RETIREMENT SAVINGS PLAN | BRISTOL PA | 309 | $14.6M | $162K |
| 10 | DRAKE EXTRUSION INC. DRAKE EXTRUSION INC. RETIREMENT PLAN | MARTINSVILLE VA | 241 | $11.0M | $161K |
