Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding FID FREEDOM IND2010 INSTL PREM in their Schedule of Assets, totaling $3.0M 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 | BERKSHIRE HATHAWAY SPECIALTY INS BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY RETIREMENT PLA | BOSTON MA | 935 | $174.1M | $1.3M |
| 2 | SUTHERLAND GLOBAL SERVICES, INC. SUTHERLAND GLOBAL SERVICES, INC. 401(K) PLAN | PITTSFORD NY | 3,133 | $103.4M | $560K |
| 3 | BRISTOL FARMS, INC. |
CARSON CA |
| 2,022 |
| $46.6M |
| $434K |
| 4 | EMERSON COLLECTIVE, LLC EMERSON COLLECTIVE, LLC 401(K) PROFIT SHARING PLAN | PALO ALTO CA | 218 | $41.1M | $155K |
| 5 | CROWN HEALTH CARE LAUNDRY SERVIC CROWN HEALTH CARE LAUNDRY SERVICES 401(K) PLAN | PENSACOLA FL | 843 | $11.0M | $76K |
| 6 | ZEFR ZEFR 401(K) PLAN | LOS ANGELES CA | 160 | $17.2M | $66K |
| 7 | THE AMYOTROPHIC LATERAL THE ALS ASSOCIATION PROFIT SHARING 401(K) PLAN | ARLINGTON VA | 357 | $24.3M | $60K |
| 8 | HC SALON HOLDINGS, INC. HC SALON HOLDINGS 401(K) PLAN | MCLEAN VA | 4,975 | $51.4M | $59K |
| 9 | ATS CORPORATION ATS CORPORATION 401K RETIREMENT | LEWIS CENTER OH | 1,471 | $175.4M | $55K |
| 10 | U.S. WATERPROOFING U.S. WATERPROOFING & CONSTRUCTION CO. SALARY SAVINGS | SCHAUMBURG IL | 372 | $10.1M | $48K |
